David
Xi

Mml Investors Services, LLC

CRD#3094321
Investment Advisor
in Chester, NJ

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About this Advisor

David Xi is a financial advisor operating in Chester, New Jersey with a total of 1 year of relevant experience. Xi is on the advisory team at Mml Investors Services, LLC. The advisor has gained experience at Mml Investors Services, LLC, Summit Financial Resources, Inc, Summit Equities, Inc, Purshe Kaplan Sterling Investments, Summit Financial, LLC and Massmutual Life Insurance Company. Xi has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in New Jersey. Mml Investors Services, LLC is an advisory business headquartered in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 people on staff. It oversees $59 billion in total assets across its 326,297 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC provides a number 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 management fee schedules usually vary depending on which services the firm provides the client. Fees charged by Mml Investors Services, LLC likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

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

1 Mill Ridge Lane Suite 205
Chester, NJ 07930

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NJ Average: 118
Total Number of Accounts

326,297

NJ Average: 4,567
Average Account Size

$180,164

NJ 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 Xi Work History

David has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Mml Investors Services, LLC

2021 - Present (3 years)

Massmutual Life Insurance Company

2018 - 2020 (2 years)

Purshe Kaplan Sterling Investments

2018 - 2021 (3 years)

Summit Financial, LLC

1999 - 2018 (19 years)

Summit Financial Resources, Inc

1999 - 2018 (19 years)

Summit Equities, 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 Xi 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

Carlos Forde Jr
Peachtree Corners, GA
Sarah Blankenship
Buffalo, NY
Stephen Bishop
Bethlehem, PA
Michael Altavilla
Saratoga Springs, NY
Buck Jones
Virginia Beach, VA
Alexander Mitchum
Charleston, SC
Brady Murray
Lehi, UT
Patrick Thuecks
Dallas, TX

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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