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Advisors / Massachusetts / Boston
13yrs

Nicholas Ferbert

Financial advisor at MML Investors Services

Based in Boston, Massachusetts, Nicholas Ferbert is a fiduciary financial advisor with 13 years of industry experience. Nicholas joined MML Investors Services in 2020, after three years at Equitable Advisors and a year at Edelman Financial Engines. 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.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MAFiduciary advisor

At a glance

Experience13 years (since 2014)
How that compares ?13 years in the industry
OfficeBoston, MA
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 ?2 states

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
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2017 – 2020
  3. Jan 2015 – Mar 2016
  4. Apr 2014 – Nov 2014
    Ballentine PartnersPreviously

Questions to ask Nicholas

Tailored to Nicholas’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Nicholas

How do I contact Nicholas?

Call MML Investors Services at (413) 226-0000 and ask for Nicholas Ferbert. Nicholas works from the Boston, MA office.

How long has Nicholas been a financial advisor?

Nicholas has been in the industry since 2014, about 13 years. 13 years in the industry.

What licenses does Nicholas hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Nicholas a fiduciary?

Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Nicholas paid?

MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Nicholas 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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