Daniel
Smith

Mml Investors Services, LLC

CRD#2870778
Investment Advisor
in Orlando, FL
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About this Advisor

Daniel Smith is a certified financial planner and chartered financial consultant based in Orlando, Florida, who has been in the advisory business for 22 years. Smith is currently employed by Mml Investors Services, LLC. Throughout their career, Smith has worked at The Northwestern Mutual Life Insurance C, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Mass Mutual Life Insurance Company and Mml Investors Services. Smith maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Florida and Texas. Mml Investors Services, LLC is a financial advisory business operating out of Orlando, Florida. It has offices in 1,335 locations and a total of 8,095 people on staff. It administers $29 billion in assets across its 238,365 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 512 charities and foundations. The company has 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 fee schedules usually vary depending on the financial services. Fee types billed by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

22 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

301 East Pine Street Suite 800
Orlando, FL 32801

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

FL Average: 118
Total Number of Accounts

238,365

FL Average: 4,567
Average Account Size

$120,232

FL 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

Daniel Smith Work History

Daniel has 22 years of experience.

2014 - Present (5 years)

Mass Mutual Life Insurance Company

2014 - Present (5 years)

Mml Investors Services

2012 - 2014 (2 years)

Northwestern Mutual Wealth Management Company

2006 - 2014 (8 years)

Northwestern Mutual Investment Services, LLC

1997 - 2014 (17 years)

Northwestern Mutual Investment Services, LLC

1996 - 2014 (18 years)

The Northwestern Mutual Life Insurance C

Disclosures

Daniel Smith has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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