Susan Davis
Susan Davis is a registered investment advisor at MML Investors Services, LLC, based in Tarrytown, NY, with 28 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
120 White Plains Road, Suite 601, Tarrytown, NY, 10591
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Susan is a co-trustee for a family member's trust and an outside insurance agent. She dedicates minimal time to both activities, selling long-term care, fixed annuities, and health insurance products since August 2024.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Buckingham Asset Management INC
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Nilay PatelMML Investors Services, LLC
- Mark VaronMML Investors Services, LLC
- Steven Bellon, CFPMML Investors Services, LLC
- Patrick PillaMML Investors Services, LLC
- Katie HudsonMML Investors Services, LLC
- Sultan BilalMML Investors Services, LLC