Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
4yrs
Forrest Magee
Financial advisor at MML Investors Services
Based in Houston, Texas, Forrest Magee is a fiduciary financial advisor with 4 years of industry experience. Forrest has been with MML Investors Services since 2025; before that, Forrest spent a year at Strategic Advisers and less than a year at Fidelity Personal and Workplace Advisors. 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 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office3040 Post Oak Boulevard Suite 2000, Houston, TX 77056
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.
Career
- Nov 2025 – nowMML Investors Services, LLCCurrent firm
- Mar 2025 – Sep 2025Strategic Advisers LLCPreviously
- Dec 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2024 – Jun 2024Morgan StanleyPreviously
Contact Forrest
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Forrest. 3040 Post Oak Boulevard Suite 2000Houston, TX 77056Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Forrest
Tailored to Forrest’s registration and firm.
- 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 Forrest
How do I contact Forrest?
Call MML Investors Services at (413) 226-0000 and ask for Forrest Magee. Forrest works from the Houston, TX office.
How long has Forrest been a financial advisor?
Forrest has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Forrest hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Forrest a fiduciary?
Forrest is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Forrest paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Forrest 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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