LPL Financial
43yrs
Top advisor by experience in Holyoke
2yrs
Simon Serra
Financial advisor at MML Investors Services
Simon Serra has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Holyoke, Massachusetts. Simon joined MML Investors Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 46 advisors with offices in Holyoke, and one of 40 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office330 Whitney Ave Suite 610, Holyoke, MA 01040
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.
Career
- Jun 2026 – nowMML Investors Services, LLCCurrent firm
Contact Simon
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Simon. 330 Whitney Ave Suite 610Holyoke, MA 01040Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Simon
Tailored to Simon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Simon
How do I contact Simon?
Call MML Investors Services at (413) 226-0000 and ask for Simon Serra. Simon works from the Holyoke, MA office.
How long has Simon been a financial advisor?
Simon has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Simon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Simon 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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