DS
ChFC
DS
ChFC

David Smarrelli

24 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

David Smarrelli is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Pittsburgh, PA, with 24 years of industry experience. David 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6 PPG Place, Suite 600, Pittsburgh, PA, 15222-5406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a sales agent for life insurance, property/casualty, health, group life, group health, and fixed annuities since 2002. This requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
January 2023 - Present · 3 yrs 9 mos
MML Investors Services, LLC
April 2002 - Present · 24 yrs 6 mos
MML Investors Services, LLCBroker
April 2002 - Present · 24 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
January 2019 - December 2020 · 1 yr 11 mos
State Registrations19 states
CACOCTDCFLMAMDMNMSNCNHNYOHPATNTXVTWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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