Yousef Surmawala, financial advisor Plantation FL

Yousef Surmawala

CRD Number: 1144664
Current Firm: Mml Investors Services, LLC

Yousef Surmawala (CRD# 1144664) is an Investment Advisor Representative working at Mml Investors Services, LLC in Plantation, FL and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Plantation, FL Mar 2017 - Current 7
Massachusetts Mutual Life Insurance Company Plantation, FL Jul 2016 - Current 7
Metlife Securities Inc. Coral Gables, FL Jan 2015 - Jul 2016 1
New England Securities Miami, FL Mar 1987 - Jan 2015 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for Yousef J. Surmawala
Phone Number: (413)737-8400
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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
  • Pension consulting services
  • 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, WY

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