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Philip Smith Wellman

MML INVESTMENT ADVISERS, LLC·SPRINGFIELD, Massachusetts
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1295 STATE STREET, SPRINGFIELD, MA 01111-0001CRD# 4193067Firm CRD# 169568
01

About

Philip Smith Wellman is a registered financial advisor based in SPRINGFIELD, Massachusetts, affiliated with MML INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
MML INVESTMENT ADVISERS, LLC
MML INVESTMENT ADVISERS, LLC
AUM
$45.6B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at MML INVESTMENT ADVISERS, LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES
Regulatory
SEC/IARD CRD# 4193067
Firm CRD# 169568
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Smith Wellman offer?
Philip Smith Wellman specializes in Investment Management. Contact their office in SPRINGFIELD, Massachusetts for a consultation.
What are Philip Smith Wellman's credentials?
Philip Smith Wellman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Smith Wellman located?
Philip Smith Wellman is based in SPRINGFIELD, Massachusetts, working with MML INVESTMENT ADVISERS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Philip Smith Wellman charge for services?
Philip Smith Wellman's firm is compensated through percentage of aum, other: a percentage of aum of cit funds for overlay advisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MML INVESTMENT ADVISERS, LLC?
MML INVESTMENT ADVISERS, LLC has approximately 25 employees and manages $45.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPRINGFIELD
Edward Thomas Heaphy — HEAPHY INVESTMENTS, LLCThomas K Bauer — MML INVESTORS SERVICES, LLCWendy Ann Benson — MML INVESTORS SERVICES, LLCJames H. Degraffenreidt — MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYCathy E. Minehan — MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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