Kristen Gratton, financial advisor Beaver Falls PA
93 score

Kristen Gratton

CRD Number: 5885948
Current Firm: Mml Investors Services, LLC

Kristen Gratton (CRD# 5885948) is an Investment Advisor Representative working at Mml Investors Services, LLC in Beaver Falls, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Company Beaver Falls, PA Mar 2011 - Current 5
Mml Investors Services Beaver Falls, PA Mar 2011 - Current 5
Discovery Christian Church Cranberry Twp, PA May 2003 - Feb 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Kristen K. Gratton
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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