Alan Meltzer, financial advisor Bethesda MD
73 score

Alan Meltzer

CRD Number: 1092083
Current Firm: Mml Investors Services, LLC

Alan Meltzer (CRD# 1092083) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Bethesda, MD Mar 1986 - Current 30
Massmutual Life Insurance Company Springfield, MA Jun 1978 - Current 38
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Alan L. Meltzer
Phone Number: (413)737-8400
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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