Patrick
Menerey

Mml Investors Services, LLC

CRD#6344348
Investment Advisor
in Los Angeles, CA
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About this Advisor

Patrick Menerey is a certified financial planner who lives in Los Angeles, California. Currently a registered advisor with Mml Investors Services, LLC, they have gathered 11 years of work experience. Menerey maintains a Series 63 license, certifying the advisor as a securities representative. Menerey is able to work with customers based out of California. Their career trajectory has included roles at City National Bank, Deutsche Bank Securities Inc, Deutsche Bank National Trust Company, Comerica Bank, Mml Investors Services, LLC and Massmutual Life Insurance Company. Mml Investors Services, LLC is based out of Los Angeles, California, and has 1,335 other locations in the United States. In aggregate, Mml Investors Services, LLC manages $29 billion in assets across 238,365 client accounts and retains more than 8,095 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisor firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable 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 63, 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

No

Office Location

1888 Century Park East Suite 150
Los Angeles, CA 90067

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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

Patrick Menerey Work History

Patrick has 11 years of experience.

2016 - Present (3 years)

Mml Investors Services, LLC

2016 - Present (3 years)

Massmutual Life Insurance Company

2014 - 2016 (2 years)

Deutsche Bank Securities Inc

2014 - 2016 (2 years)

Deutsche Bank National Trust Company

2013 - 2014 (1 year)

Comerica Bank

2011 - 2013 (2 years)

City National Bank

2007 - 2011 (4 years)

City National Bank

Disclosures

Patrick Menerey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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