Mml Investors Services, LLC

Investment Advisor
in Buffalo, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Lauer is a financial advisor who works in Buffalo, New York, with 2 years of relevant experience. Lauer is on the advisory team at Mml Investors Services, LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities LLC, Queen City Financial Services, LLC, Msi Financial Services, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Lauer holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in New York and Texas. Mml Investors Services, LLC is a registered investment company that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in total assets among its 326,297 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 447 charities and foundations. Mml Investors Services, LLC 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. Fees charged by financial advisors depend on which services are provided. Fee types billed by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

65 Bryant Woods South
Buffalo, NY 14228

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management


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


NY Average: 118
Total Number of Accounts


NY Average: 4,567
Average Account Size


NY 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

Joshua Lauer Work History

Joshua has been registered as a financial advisor for 2 years.*

2017 - Present (6 years)

Mml Investors Services, LLC

2016 - Present (7 years)

Massachusetts Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Queen City Financial Services, LLC

2016 - 2017 (1 year)

Msi Financial Services

2012 - 2016 (4 years)

New York Life Insurance Company

2012 - 2016 (4 years)

Nylife Securities LLC

*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.


Please visit the SEC profile of Joshua Lauer 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

Tracy Brown
Austin, TX
Josiah Martin
Mercer Island, WA
Ricardo Reyes
Iselin, NJ
Brent Henig
Greenvale, NY
John Whitehead
Lake Oswego, OR
Alexander Mitchum
Charleston, SC
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

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started