Michelle Balfe, financial advisor Rockville MD

Michelle Balfe

CRD Number: 4576033
Current Firm: Mml Investors Services, LLC

Michelle Balfe (CRD# 4576033) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Rockville, MD Mar 2017 - Current 7
Massmutual Life Insurance Co Rockville, MD Jul 2016 - Current 7
Metlife Securities Inc. Rockville, MD Jan 2015 - Mar 2017 2
New England Financial Silver Spring, MD Jul 2012 - Jan 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Michelle N. Balfe
Phone Number: (413)737-8400
Registered State(s):
  • MD
  • 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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