Alejandro Mendieta

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

• 11/2015 → 03/2017
  Metlife Securities Inc
  Coral Gables, FL
• 03/2017 → Present
  Mml Investors Services, Llc
  Coral Gables, FL
• 07/2016 → Present
  Massmutual
  Coral Gables, FL

Previous Registrations

• 2015-11-16 → 2017-03-25
  Msi Financial Services, Inc.
  Coral Gables, FL
• 2010-06-01 → 2015-11-16
  Lpl Financial Llc
  Coral Gables, FL
  Doral, FL
• 2008-01-29 → 2010-06-02
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Miami, FL
  Miami, FL
  Miami Beach, FL
• 2006-04-17 → 2008-01-07
  Morgan Keegan & Company, Llc
  Coral Gables, FL

Other Businesses

(1)NAME: STRATEGIC ADVISOR ALLIANCE LLC INV REL: Y ADDR: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE: COMPANY USED FOR BUSINESS AND MARKETING EXPENSES POSITION: OWNERSHIP START: 02/01/2016 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 1. (2)NAME: ALEJANDRO MENDIETA INV REL: Y ADDR: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, FIXED ANNUITIES & FIXED INSURANCE POSITION: SALES/AGENT START: 06/01/2010 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 2. (3)NAME: SCOUTING AMERICA - SOUTH FLORIDA COUNCIL INV REL: N ADDR: 3301 SW 142ND AVENUE, DAVIE, FL 33330 NATURE: LOCAL COUNCIL- BOY SCOUTS OF AMERICA POSITION: EXECUTIVE BOARD MEMBER START DATE: 1/1/2024 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 4 DESCRIBE DUTIES: ATTEND BOARD MEETINGS, VOTE ON RELEVANT ITEMS, ATTEND EVENTS, AND FUNDRAISING. (4)NAME: SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE AND SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE FOUNDATION INV REL: N ADDR: 333 W 41ST ST #300 MIAMI BEACH FL 33140 NATURE: THE SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE (SFLHCC) POSITION: EXECUTIVE BOARD MEMBER/SECRETARY START DATE: 1/1/2024 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 4 DESCRIBE DUTIES: ATTEND EVENTS, FUNDRAISING, ATTEND BOARD MEETINGS. (5)NAME: ELENA A. MIRANDA FOUNDATION INV REL: N ADDR: 1761 W FLAGLER ST, MIAMI, FL 33135 NATURE: BOARD SERVICE POSITION: BOARD MEMBER START DATE: 06/01/2026 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: ATTEND MEETINGS AND VOTE. (6)NAME: ELITE FAMILY OFFICE LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OWNERSHIP OF LLC USED FOR BUSINESS EXPENSE PURPOSES POSITION: OWNER START DATE: 05/15/2026 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: ATTEND MEETINGS AND VOTE. (7)NAME: RESILIENT WEALTH ADVISORS LLC INV REL: Y ADD: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE/DUTIES: OWNER OF LLC USED FOR BUSINESS EXPENSES POSITION: OWNER START DATE: 05/13/2026 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 (8)NAME: ATLAS ATLANTIC ASSURANCE AGENCY, LLC INV REL: Y ADDR: 2525 PONCE DE LEON, 5TH FLOOR, CORAL GABLES, FL 33134 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START: 06/01/2026 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: PROPERTY AND CASUALTY

Exams

• S66 Uniform Combined State Law Examination
  2006-04-13

Other Names

• Alex Pataky Mendieta