David BenedictCRD Number: 1106072
Current Firm: Mml Investors Services, LLC
David Benedict (CRD# 1106072) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, NY and has over 19 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Massmutual Financial Group||Rochester, NY||Nov 2010 - Current||7|
|Mml Investor Services||Rochester, NY||Nov 2010 - Current||7|
|Lincoln Financial Advisors Corp||Rochester, NY||Jun 2007 - Nov 2010||3|
|Mml Investors Services, Inc.||Rochester, NY||Aug 1983 - Jun 2007||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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