Anthony Geary (CRD# 6638067) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indian Orchard, MA and has over 3 years of experience in the finance industry.
CRD# 1748546
Ubs Financial Services Inc.
CRD# 2955131
Ubs Financial Services Inc.
CRD# 2355947
Capital Analysts
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mass Mutual Life Insurance Co | Springfield, MA | Jul 2020 - Current | 3 |
| Mml Investors Services, LLC | Springfield, MA | Jun 2018 - Current | 5 |
| Massmutual | Springfield, MA | Jun 2018 - Jul 2020 | 2 |
| Berkshire Bank | Springfield, MA | Feb 2018 - May 2018 | < 1 |
| Dick's Sporting Goods | West Springfield, MA | Jul 2017 - May 2018 | < 1 |
| Anthony's Lawn Care | East Longmeadow, MA | Apr 2014 - Aug 2017 | 3 |
| Full-time Student | East Longmeadow, MA | Sep 2016 - Jun 2017 | < 1 |
| Income Works, LLC | Agawam, MA | Mar 2016 - Sep 2016 | < 1 |
| Polish National Credit Union | Wilbraham, MA | Jun 2015 - May 2016 | < 1 |
| Hot Table, LLC | Springfield, MA | Jan 2015 - Jun 2015 | < 1 |
| Full-time Student | East Longmeadow, MA | Jun 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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