Adrian Nagy, financial advisor Huntersville NC

Adrian Nagy

CRD Number: 7173386
Current Firm: Mml Investors Services, LLC

Adrian Nagy (CRD# 7173386) is an Investment Advisor Representative working at Mml Investors Services, LLC in Huntersville, NC and has over 2 years of experience in the finance industry.

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The Financial Legacy Group
Company Name Location Dates Years
Mml Investors Services Huntersville, NC May 2023 - Current 1
Massmutual Life Insurance Company Huntersville, NC Apr 2023 - Current 1
Army National Guard Fayetteville, NC Sep 2014 - Current 9
Northwestern Mutual Wealth Management Company Huntersville, NC May 2022 - Mar 2023 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2019 - Mar 2023 3
Northwestern Mutual Investment Services LLC Huntersville, NC Aug 2019 - Mar 2023 3
Steinhafels Waukesha, WI Oct 2017 - Mar 2019 1
Mitchell Hamline School Of Law St. Paul, MN Aug 2015 - Aug 2018 3
Incheck Milwaukee, WI May 2017 - Oct 2017 < 1
Ge Healthcare G4s Waukesha, WI Aug 2016 - May 2017 < 1
Broadway Maple Grove, MN Oct 2015 - Mar 2016 < 1
University Of Minnesota (twin Cities) Minneapolis, MN Aug 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2022
S66 NASAA Uniform Combined State Law Examination Feb 2024
Contact Info for Adrian Nagy
Phone Number: (413)737-8400
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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