David Alexander Marley

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1988 → Present
  Mml Investors Services
  Palm City, FL
• 07/1987 → Present
  Massachusetts Mutual Life Insurance Company
  Palm City, FL

Other Businesses

(1)NAME: CREATIVE FINANCIAL CONCEPTS, INC. INV REL: Y ADDR: 3018 NW RADCLIFFE WAY PALM CITY FL 34990 NATURE: NONMMLIA INSURANCE BROKERAGE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, DISABILITY INCOME, LTC, & FIXED ANNUITIES POSITION: AGENT START: 04/01/2000 NO HRS/MO: 100 NO HRS/MO DUR TRADING: 100. (2)NAME: DAVID A. MARLEY, JR., LUTCF INV REL: Y ADDR: 3018 NW RADCLIFFE WAY PALM CITY FL 34990 NATURE: FEE BASED INSURANCE ADVISOR POSITION: SALES START: 04/01/2000 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 20. (3)NAME: NICHOLAS MARLEY TESTAMENTARY TRUST DTD 12/12/2018 INV REL: Y ADDR: 3018 NW RADCLIFFE WAY PALM CITY FL 34990 NATURE: TRUSTEE FOR SONS TRUST POSITION: TRUSTEE START: 01/19/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: TRUSTEE FOR SONS TRUST. (4)NAME: HISTORICAL SOCIETY OF MARTIN COUNTY INV REL: Y ADDR: 825 NE OCEAN BLVD STUART FL 34996 NATURE: NONPROFIT ORGANIZATION POSITION: TREASURER OF THE BOARD OF DIRECTOS START: 2/1/2022 NO HRS/MO: 8 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: REVIEW MONTHLY FINANCIAL STATEMENTS, REPORT TO THE BOARD OF DIRECTORS AT THE MONTHLY BOARD MEETING AND UPON APPROVAL OF THE BOARD OF DIRECTORS EXECUTE THE IRS FROM 990 ON BEHALF OF THE ORGANIZATION AS TREASURER. (5)NAME: RIVERBEND POA INV REL: Y ADDR: 10 SE CENTRAL PKWY SUITE 400, STUART, FL 34994 NATURE: BOARD SERVICE POSITION: VICE PRESIDENT START: 01/01/2025 NO HRS/MO: 4 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: THE PROPERTY ASSOCIATION ENGAGES A PROPERY MANAGEMENT COMPANY TO HANDLE ASSOCIATION FUNDS AND THE DAY TO DAY OPERATION AND ADMIN.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-19

Other Names

• David A Marley