Joseph
Wexler

Mml Investors Services, LLC

CRD#5853794
Investment Advisor
in Saddle Brook, NJ

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About this Advisor

Joseph Wexler is a financial advisor based out of Saddle Brook, New Jersey, with 5 years of industry experience. Wexler is an advisor for Mml Investors Services, LLC. Wexler has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Company and Mml Investors Services, LLC. Wexler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Mml Investors Services, LLC is a financial advisory firm that has its headquarters in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 financial advisors. It has $59 billion in assets among its 326,297 accounts, placing it among the largest firms in the country by assets under management. The firm serves 447 charities and foundations. The company offers 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. Fees for financial management largely depend on which service is provided. Fee types billed by Mml Investors Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

250 Pehle Ave Suite 405
Saddle Brook, NJ 07663-5832

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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

Joseph Wexler Work History

Joseph has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Mml Investors Services, LLC

2017 - Present (7 years)

Massmutual Life Insurance Company

2016 - 2017 (1 year)

Northwestern Mutual Wealth Management Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services, LLC

2011 - 2017 (6 years)

Northwestern Mutual Investment Services, LLC

2010 - 2017 (7 years)

Northwestern Mutual Life Insurance Company

*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 Joseph Wexler 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

Jeremy Harness
Chesterfield, MO
Stephen Bishop
Bethlehem, PA
David Samuelsen
Springfield, MA
Christopher Thrower
Dallas, TX
John Whitehead
Lake Oswego, OR
Patrick Thuecks
Dallas, TX
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

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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