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William Francis Flynn

Mml Investors Services, LLC

Waltham, MA

Boston, MA

CRD 6563718

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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
CT RA APPROVED 2024-11-26
  • CT RA
    APPROVED
    Since 2024-11-26

Branch Locations

Waltham, MA • United States

10 Fan Pier Blvd., Boston, MA 02210 • 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
Star Market Waltham MA 06/2008 11/2017
Ameriprise Financial Services, Inc. Auburndale MA 03/2016 03/2020
Ameriprise Financial Services, Llc Auburndale MA 03/2020 07/2024
Massmutual Springfield MA 11/2024 Present
Mml Investors Services, Llc Waltham MA 11/2024 Present
Unemployed Waltham MA 07/2024 11/2024
  • 06/2008 → 11/2017
    Star Market
    Waltham, MA
  • 03/2016 → 03/2020
    Ameriprise Financial Services, Inc.
    Auburndale, MA
  • 03/2020 → 07/2024
    Ameriprise Financial Services, Llc
    Auburndale, MA
  • 11/2024 → Present
    Massmutual
    Springfield, MA
  • 11/2024 → Present
    Mml Investors Services, Llc
    Waltham, MA
  • 07/2024 → 11/2024
    Unemployed
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-15
  • S66 Uniform Combined State Law Examination
    2016-12-15
Other Names
  • Bill Flynn

View on SEC IAPD

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