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Zachary James Grady

Mml Investors Services, LLC

Atlanta, GA

CRD 7359824

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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
GA RA APPROVED 2023-08-04
  • GA RA
    APPROVED
    Since 2023-08-04

Branch Locations

7000 Peachtree Dunwoody Road Bldg 12 Suite 200, Atlanta, GA 30328 • 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
Massmutual Life Insurance Co Atlanta GA 04/2021 Present
Mml Investors Services, Llc Atlanta GA 04/2021 Present
Trophy Club Of Atlanta Alpharetta GA 05/2016 09/2016
Athens Entertainment Partnership Llc Athens GA 09/2016 09/2022
  • 04/2021 → Present
    Massmutual Life Insurance Co
    Atlanta, GA
  • 04/2021 → Present
    Mml Investors Services, Llc
    Atlanta, GA
  • 05/2016 → 09/2016
    Trophy Club Of Atlanta
    Alpharetta, GA
  • 09/2016 → 09/2022
    Athens Entertainment Partnership Llc
    Athens, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-02
  • S66 Uniform Combined State Law Examination
    2022-06-02
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Zach Grady

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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