David
Beltz

Mml Investors Services, LLC

CRD#2749428
Investment Advisor
in Pittsburgh, PA
Are you David Beltz? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Beltz is an advisor who works out of Pittsburgh, Pennsylvania. Currently an advisor at Mml Investors Services, LLC, Beltz has an impressive 22 years of professional experience as a financial advisor. Beltz maintains a Series 63 license, which designates the advisor as a securities representative. Beltz is registered to work with customers based out of Pennsylvania. Their career trajectory has included roles at The Prudential Insurance Co. Of America, Metropolitan Life Insurance Company, Metlife Securities Inc, Sagepoint Financial, Pruco Securites, LLC, Aig Financial Network, Massmutual and Mml Investors Services. Mml Investors Services, LLC is based out of Pittsburgh, Pennsylvania, and operates out of 1,335 other locations in the United States. Overall, Mml Investors Services, LLC manages $29 billion in assets throughout 238,365 client accounts and employs more than 8,095 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 50,683 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Mml Investors Services, LLC provides 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. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

22 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

6 Ppg Place Suite 600
Pittsburgh, PA 15222-5406

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

$30,087,392,846

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

7,805

PA Average: 118
Total Number of Accounts

185,684

PA Average: 4,567
Average Account Size

$162,035

PA Average: $3,506,186

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

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

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

David Beltz Work History

David has 22 years of experience.

2016 - Present (3 years)

Massmutual

2016 - Present (3 years)

Mml Investors Services

2015 - 2016 (1 years)

The Prudential Insurance Co. Of America

2015 - 2016 (1 years)

Pruco Securites, LLC

2014 - 2015 (1 years)

Sagepoint Financial

2014 - 2015 (1 years)

Aig Financial Network

1996 - 2014 (18 years)

Metropolitan Life Insurance Company

1996 - 2013 (17 years)

Metlife Securities Inc

Disclosures

David Beltz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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