Wells Fargo Advisors
46yrs
Top advisor by experience in Dublin
35yrs
Based in Dublin, Ohio, Eric Gratz is a financial advisor with 35 years of industry experience. Eric has been with MML Investors Services since 2017; before that, Eric spent two years at MSI Financial Services and two years at New England Securities. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience35 years (since 1992)
How that compares ?Top 7% by experience in Ohio
Office5455 Rings Road Suite 125, Dublin, OH 43017
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2015 – 2017MSI Financial Services, Inc.Previously
- May 2013 – Jan 2015New England SecuritiesPreviously
Contact Eric
5455 Rings Road Suite 125Dublin, OH 43017Office · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call MML Investors Services at (413) 226-0000 and ask for Eric Gratz. Eric works from the Dublin, OH office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1992, about 35 years. Top 7% by experience in Ohio.
What licenses does Eric hold?
Series 63. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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