David Marley, financial advisor Palm City FL
93 score

David Marley

CRD Number: 1806697
Current Firm: Mml Investors Services, LLC

David Marley (CRD# 1806697) is an Investment Advisor Representative working at Mml Investors Services, LLC in Palm City, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Palmetto Bay, FL Feb 1988 - Current 28
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
Contact Info for David A. Marley
Phone Number: (413)737-8400
Registered State(s):
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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