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 based out of Buffalo, New York, who has been in the advisory business for 10 years. Lauer is an advisor for Mml Investors Services, LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities LLC, Huge Daily Deal LLC, Unifirst Corp, Queen City Financial Services, LLC, Msi Financial Services, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Lauer has a Series 63 license, certifying them as a securities representative, and is approved to serve investors in Texas. Mml Investors Services, LLC is a financial advisory business based in Buffalo, New York. It has offices in 1,335 locations and a total of 7,471 employees. It oversees $40 billion in assets under management across its 206,878 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 254 charitable organizations. The company offers 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 advisory fee schedules typically are based on which service is provided. However, fees charged by Mml Investors Services, LLC likely include 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

$39,563,066,947

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

7,471

NY Average: 118
Total Number of Accounts

206,878

NY Average: 4,567
Average Account Size

$191,239

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 (4 years)

Mml Investors Services, LLC

2016 - Present (5 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

2011 - 2011 (< 1 year)

Huge Daily Deal LLC

2010 - 2011 (1 year)

Unifirst Corp

Disclosures

Joshua Lauer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Brett Laferrera
Tuscaloosa, AL
James Fay
Brooklyn, NY
Jason Hardesty
Hunt Valley, MD
Walter Jezak Jr
Nashua, NH
August Wossner
Springfield, MA
Cameron Koplik
Plainfield, NJ
Jeffrey Chipper
Cranbury, NJ
Andrew Graham
Austin, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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