Kelly
Davis

Mml Investors Services, LLC

CRD#6323891
Investment Advisor
in Niagara Falls, NY

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About this Advisor

Kelly Davis is a financial advisor who works in Niagara Falls, New York, with 1 year of relevant experience. Davis works at Mml Investors Services, LLC. Davis has gained experience at Financial West Group, Strategic Property Management, Jones & Jones Management Group, Inc, Farmers Financial Solutions, Massmutual, Mml Investors Services, LLC, Kelly Davis (Uber - Independent Contractor) and Planmember Securities Corporation. Davis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New York. Mml Investors Services, LLC is a financial advisory firm operating out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It has $59 billion in assets between its 326,297 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 447 charitable organizations. Mml Investors Services, LLC offers a wide range 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. Financial management fees typically vary depending on the financial services. However, fee types charged by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

Niagara Falls, NY

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NY Average: 118
Total Number of Accounts

326,297

NY Average: 4,567
Average Account Size

$180,164

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

Kelly Davis Work History

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

2022 - Present (2 years)

Massmutual

2022 - Present (2 years)

Mml Investors Services, LLC

2017 - 2022 (5 years)

Planmember Securities Corporation

2016 - 2019 (3 years)

Kelly Davis (Uber - Independent Contractor)

2015 - 2017 (2 years)

Farmers Financial Solutions

2014 - 2015 (1 year)

Financial West Group

2013 - 2014 (1 year)

Strategic Property Management

2010 - 2013 (3 years)

Jones & Jones Management Group, 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 Kelly Davis 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

Patrick Thuecks
Dallas, TX
Stephen Bishop
Bethlehem, PA
Christopher Thrower
Dallas, TX
Brady Murray
Lehi, UT
John Whitehead
Lake Oswego, OR
Ricardo Reyes
Iselin, NJ
Robert Ahrendt
Seattle, WA
David Samuelsen
Springfield, MA

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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