David
Maurer

Mml Investors Services, LLC

CRD#3236029
Investment Advisor
in Princeton, NJ

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About this Advisor

David Maurer is a certified financial planner operating in Princeton, New Jersey, who has been in the financial industry for 10 years. Maurer is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at New England Securities, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Maurer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Mml Investors Services, LLC is a business that has its headquarters in Princeton, New Jersey. The company has offices in 1,155 locations and a total of 7,620 employees. It administers $63 billion in total assets among its 287,089 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 384 charities and foundations. The business has a wide 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. Financial advisory fees usually vary depending on the services provided. However, fee types billed by Mml Investors Services, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

103 College Road East 3Rd Floor
Princeton, NJ 08540

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

NJ Average: 118
Total Number of Accounts

287,089

NJ Average: 4,567
Average Account Size

$219,257

NJ 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

David Maurer Work History

David has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Metlife Securities Inc

2012 - 2016 (4 years)

New England Securities

Disclosures

David Maurer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

George Lee
Colchester, VT
Joshua Lauer
Buffalo, NY
Matt Amick
Seattle, WA
Earl Muse
Chattanooga, TN
Robert Roisum
Austin, TX
Justin Miller
Dallas, TX
Coleman Barron
Memphis, TN
Annie Lam
Downers Grove, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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