Frederick Gillis, financial advisor Boston MA

Frederick Gillis

CRD Number: 2136091
Current Firm: Mml Investors Services, LLC

Frederick Gillis (CRD# 2136091) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boston, MA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Boston, MA Aug 2023 - Current < 1
Massmutual Life Insurance Co Boston, MA Aug 2023 - Current < 1
Ameriprise Financial Services, Inc. Roslindale, MA Jun 2018 - Aug 2023 5
Investment Professionals, Inc. Roslindale, MA Mar 2017 - Sep 2018 1
Wells Fargo Clearing Services, LLC Boston, MA Jan 2008 - Mar 2017 9
Wells Fargo Advisors LLC Boston, MA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Frederick J. Gillis
Phone Number: (413)737-8400
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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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