David
Samuelsen

Mml Investors Services, LLC

CRD#4942224
Investment Advisor
in Springfield, MA

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About this Advisor

David Samuelsen is a certified financial planner operating out of Springfield, Massachusetts who has 6 years of relevant experience. Samuelsen is an advisor for Mml Investors Services, LLC. Over the course of their career, Samuelsen has held roles at Ubs Financial Services Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services LLC. Samuelsen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Mml Investors Services, LLC is a registered investment firm operating out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 financial advisors. It controls $59 billion in assets under management across its 326,297 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 447 charitable organizations. The firm offers a broad assortment of services, including 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. Fees for financial management usually depend on which services are offered. Fees charged by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

1295 State Street
Springfield, MA 01111

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

MA Average: 118
Total Number of Accounts

326,297

MA Average: 4,567
Average Account Size

$180,164

MA 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

David Samuelsen Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2017 - Present (6 years)

Mml Investors Services LLC

2013 - 2017 (4 years)

Ubs Financial Services Inc

*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 David Samuelsen 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

Brent Henig
Greenvale, NY
Carlos Forde Jr
Peachtree Corners, GA
Christopher Thrower
Dallas, TX
Michael Everritt
Tampa, FL
John Whitehead
Lake Oswego, OR
Michael Altavilla
Saratoga Springs, NY
Brady Murray
Lehi, UT
David Samuelsen
Springfield, MA

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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