Cliff
Duester

Mml Investors Services, LLC

CRD#5634190
Investment Advisor
in Los Angeles, CA
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About this Advisor

Cliff Duester is a certified financial planner in Los Angeles, California. Currently a registered investment advisor at Mml Investors Services, LLC, they have accumulated 11 years of work experience. Duester holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Duester is registered to serve investors in California. During their career, Duester has held roles at Wolf Real Estate Group, Inc, The Guardian Life Ins. Co, Park Avenue Securities, Andina Capital Management, LLC, Mml Investors Services, Mass Mutual Life Insurance Company and Lenox Advisors, Inc/Mass Mutual. Mml Investors Services, LLC is based out of Los Angeles, California, and operates out of 1,335 additional offices across the country. In total, Mml Investors Services, LLC manages $29 billion in assets dispersed across 238,365 client accounts and retains more than 8,095 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 238,365 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC offers 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

Yes

Office Location

444 S. Flower Street Suite 4200
Los Angeles, CA 90071

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

CA Average: 118
Total Number of Accounts

185,684

CA Average: 4,567
Average Account Size

$162,035

CA Average: $3,506,186

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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

Cliff Duester Work History

Cliff has 11 years of experience.

2015 - Present (4 years)

Mml Investors Services

2014 - Present (5 years)

Mass Mutual Life Insurance Company

2014 - Present (5 years)

Lenox Advisors, Inc/Mass Mutual

2013 - 2013 (< 1 year)

Andina Capital Management, LLC

2009 - 2014 (5 years)

The Guardian Life Ins. Co

2009 - 2014 (5 years)

Park Avenue Securities

2007 - 2008 (1 year)

Wolf Real Estate Group, Inc

Disclosures

Cliff Duester has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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