David Macchia

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

• 04/2014 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2014 → 09/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2024 → Present
  Mml Investors Services, Llc
  Warren, NJ
• 09/2024 → Present
  Massmutual Life Insurance Co
  Warren, NJ

Previous Registrations

• 2018-05-22 → 2024-09-19
  Equitable Advisors, Llc
  Morristown, NJ
  Newark, NJ

Other Businesses

(1)NAME: DAVID MACCHIA/IWMG CONSULTING LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 9/13/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, & HEALTH. (2)NAME: IRONBOUND WEALTH MANAGEMENT GROUP INV REL: Y ADD: 58 WILSON AVE NEWARK NJ 07105 NATURE: DBA FOR MASSMUTUAL, MMLIS- INSURANCE AND VARIABLE SALES POSITION: PRESIDENT START DATE: 9/16/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 DESCRIBE DUTIES: RUNNING DAY TO DAY OPERATIONS. (3)NAME: IWMG CONSULTING LLC INV REL: Y ADD: 58 WILSON AVENUE NEWARK NJ 07105 NATURE: OWNER OF LLC POSITION: PARTNER/OWNER START DATE: 9/16/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 DESCRIBE DUTIES: PAY ADMINISTRATIVE SUPPORT STAFF AND MANAGE ASSOCIATE EXPENSES.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-18