Maguire Allen Smith

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

• 09/2025 → Present
  Massmutual Life Insurance Co
  Newtown Square, PA
• 09/2025 → Present
  Mml Investors Services, Llc
  Newtown Square, PA
• 05/2024 → 08/2024
  Lee Stocker Tree Service
  Langhorne, PA
• 08/2023 → 05/2024
  Whitford Country Club
  Exton, PA
• 05/2023 → 08/2023
  Lfb Professional Landscaping
  Doylestown, PA
• 08/2022 → 05/2023
  Whitford Country Club
  Exton, PA
• 05/2022 → 08/2022
  Lfb Professional Landscaping
  Doylestown, PA
• 08/2021 → 05/2025
  West Chester University
  West Chester, PA
• 09/2017 → 06/2021
  Archbishop Wood High School
  Warminster, PA
• 09/2015 → 06/2017
  Our Lady Of Mount Carmel
  Doylestown, PA
• 06/2021 → 05/2022
  Unemployed
  New Hope, PA
• 05/2025 → 09/2025
  Unemployed
  New Hope, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-06

Other Names

• Maguire Smith