Max
Dembow

Mml Investors Services, LLC

CRD#5880625
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Max Dembow is a certified financial planner and chartered financial consultant working out of Scottsdale, Arizona, with 8 years of relevant experience. Dembow is on the advisory team at Mml Investors Services, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, The Montauk, Massmutual Life Insurance Company and Mml Investors Services LLC. Dembow maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Mml Investors Services, LLC is a financial advisory firm based out of Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 advisors. It has $59 billion in total assets between its 326,297 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 447 charities and foundations. Mml Investors Services, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually vary depending on which services are provided. Fee types billed by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

17550 N Perimeter Drive Suite 450
Scottsdale, AZ 85255

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

AZ Average: $16,012,751,954
Total Number of Employees

7,379

AZ Average: 118
Total Number of Accounts

326,297

AZ Average: 4,567
Average Account Size

$180,164

AZ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Max Dembow Work History

Max has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Massmutual Life Insurance Company

2015 - Present (9 years)

Mml Investors Services LLC

2015 - 2015 (< 1 year)

The Montauk

2013 - 2015 (2 years)

Northwestern Mutual Investment Services, LLC

2011 - 2015 (4 years)

Northwestern Mutual Life Insurance Company

2011 - 2015 (4 years)

Northwestern Mutual Investment Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Max Dembow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Patrick Thuecks
Dallas, TX
Michael Everritt
Tampa, FL
Christopher Thrower
Dallas, TX
Jeremy Harness
Chesterfield, MO
John Whitehead
Lake Oswego, OR
Ricardo Reyes
Iselin, NJ
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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