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Charles Ross Edmonds

Mml Investors Services, LLC

Kennett Square, PA

CRD 2799253

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Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-06-24
  • PA RA
    APPROVED
    Since 2010-06-24

Branch Locations

699 Unionville Road, Kennett Square, PA 19348 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Inc. Exton PA 09/1996 Present
Massachusetts Mutual Life Insurance Comp Springfield MA 08/1996 Present
  • 09/1996 → Present
    Mml Investors Services, Inc.
    Exton, PA
  • 08/1996 → Present
    Massachusetts Mutual Life Insurance Comp
    Springfield, MA
Previous Registrations
  • 2004-05-28 → 2006-12-31
    Wienken & Associates, Ltd.
    Exton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1996-09-18
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1996-09-18
Designations
  • Certified Financial Planner
Other Names
  • Charles R Edmonds

View on SEC IAPD

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