Joshua
Lauer

Mml Investors Services, LLC

CRD#6017344
Investment Advisor
in Buffalo, NY

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About this Advisor

Joshua Lauer is a financial advisor operating in Buffalo, New York, with a total of 10 years of professional experience. Lauer is an employee of Mml Investors Services, LLC. During their career, the advisor has held roles 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 maintains a Series 63 license, qualifying them as a securities agent, and is able to serve investors in New York and Texas. Mml Investors Services, LLC is an advisory business operating in Buffalo, New York. The firm has offices in 1,155 locations and a total of 7,620 people on staff. It controls $63 billion in assets under management among its 287,089 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 384 charities and foundations. Mml Investors Services, LLC offers a broad set 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 charged by financial advisors typically depend on which services are offered. However, fees charged by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

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

Yes

Office Location

65 Bryant Woods South
Buffalo, NY 14228

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

NY Average: 118
Total Number of Accounts

287,089

NY Average: 4,567
Average Account Size

$219,257

NY 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

Joshua Lauer Work History

Joshua has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 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

Disclosures

Joshua Lauer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Craig Eppy
Fort Lauderdale, FL
Cynthia Day
Fort Lauderdale, FL
Jeremy Straub
Saint Augustine, FL
Vincent Vaghi
Bethesda, MD
Dennis Hou
Brea, CA
Zakary Cianciolo
Southbury, CT
Pedro Lugo
Orlando, FL
Gil Elmaleh
Stamford, CT

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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