David Grodin, financial advisor San Leandro CA

David Grodin

CRD Number: 5205226
Current Firm: Mml Investors Services, LLC

David Grodin (CRD# 5205226) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services San Leandro, CA Sep 2006 - Current 17
Mass Mutual Life Insurance San Leandro, CA Aug 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for David S. Grodin
Phone Number: (413)737-8400
Registered State(s):
  • CA
  • 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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