DP
DP

David Patchcoski

22 Years of Experience
Peckville, PA
1 DisclosureBrokerSells Insurance

David Patchcoski is a registered investment advisor at MML Investors Services, LLC, based in Peckville, PA, with 22 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

27 Depot Street, Peckville, PA, 18452

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022
Denied
Other Business ActivitiesSells Insurance

David owns rental property and spends minimal time on it. He also works in a non-MMLIA insurance brokerage, selling life, health, and annuity products, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
April 2016 - March 2017 · 11 mos
Msi Financial Services, INC.Broker
August 2004 - March 2017 · 12 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 2004 - July 2007 · 2 yrs 11 mos
State Registrations26 states
ALCACOCTDCDEFLGAHIILKYLAMAMDMTNCNJNVNYOHPASCTNTXVAWA
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.