Lauren Ely, financial advisor Scottsdale AZ
90 score

Lauren Ely

CRD Number: 6053964
Current Firm: Mml Investors Services, LLC

Lauren Ely (CRD# 6053964) is an Investment Advisor Representative working at Mml Investors Services, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Scottsdale, AZ Jul 2015 - Current 1
Massmutual Life Insurance Company Scottsdale, AZ May 2015 - Current 1
Voya Investments Distributor, LLC Windsor, CT May 2014 - May 2015 1
Voya Investment Management Scottsdale, AZ May 2014 - May 2015 1
Voya Investment Management Company, LLC New York, NY Apr 2013 - May 2015 2
Ing Investment Management Scottsdale, AZ Feb 2013 - May 2014 1
Ing Investments Distributor, LLC Scottsdale, AZ Feb 2013 - May 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Oct 2012 - Feb 2013 < 1
Massmutual/the Dollarhide Group LLC Scottsdale, AZ Mar 2012 - Oct 2012 < 1
Mml Investors Services LLC Scottsdale, AZ Mar 2012 - Oct 2012 < 1
Gps Investments Scottsdale, AZ Mar 2012 - Oct 2012 < 1
Unemployed Phoenix, AZ Dec 2011 - Mar 2012 < 1
University Of Arizona Tucson, AZ Aug 2007 - Dec 2011 4
Redline Sports Grill Tucson, AZ Mar 2011 - Apr 2011 < 1
World Sports Grill Tucson, AZ May 2010 - Mar 2011 < 1
Shlomo And Vito's New York Deli Tucson, AZ Sep 2008 - May 2010 1
Law Office Of Richard L. Klauer, Pc Phoenix, AZ May 2007 - Aug 2007 < 1
Lewis And Roca, LLP Phoenix, AZ Mar 2007 - May 2007 < 1
Phoenix Christian High School Phoenix, AZ Aug 2001 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Lauren P. Ely
Phone Number: (413)737-8400
Registered State(s):
  • AZ
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
90
Clean Record
This advisor has a clean track record with regulators.

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