Cesar
Canizalez

Mml Investors Services, LLC

CRD#6211293
Investment Advisor
in San Antonio, TX

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About this Advisor

Cesar Canizalez is a financial advisor who works out of San Antonio, Texas, who has been in the advisory business for 10 years. Canizalez is on the advisory team at Mml Investors Services, LLC. Throughout their career, Canizalez has worked at Mass Mutual Life Insurance Company and Mml Investors Services. Canizalez maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Mml Investors Services, LLC is a registered investment business headquartered in San Antonio, Texas. The company has offices in 1,155 locations and a total of 7,620 employees. It handles $63 billion in assets between its 287,089 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 384 charities and foundations. Mml Investors Services, LLC offers 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. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees billed by Mml Investors Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

No

Office Location

10101 Reunion Pl One Union Square-Ste 300
San Antonio, TX 78216-4157

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

TX Average: 118
Total Number of Accounts

287,089

TX Average: 4,567
Average Account Size

$219,257

TX 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

Cesar Canizalez Work History

Cesar has 10 years of experience.

2013 - Present (9 years)

Mml Investors Services

2012 - Present (10 years)

Mass Mutual Life Insurance Company

Disclosures

Cesar Canizalez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Donald Gretta
Center Valley, PA
Michael Middleton
Overland Park, KS
April Romero
Virginia Beach, VA
Kenneth Spafford
Springfield, MA
Vicky Deshazier
Downers Grove, IL
Thomas Evans
Lafayette, LA
Eugene Peysakh
Elmsford, NY
Mihai Stan
North Canton, OH

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.

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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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