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Bryce Robert Schafer

Mml Investors Services, LLC

Mechanicsburg, PA

CRD 6177307

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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-05-30
  • PA RA
    APPROVED
    Since 2018-05-30

Branch Locations

100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. York PA 06/2016 04/2018
Cambridge Investment Research Advisors, Inc. York PA 06/2016 04/2018
Massmutual Mechanicsburg PA 06/2016 Present
Mml Investors Services Mechanicsburg PA 05/2018 Present
  • 06/2016 → 04/2018
    Cambridge Investment Research, Inc.
    York, PA
  • 06/2016 → 04/2018
    York, PA
  • 06/2016 → Present
    Massmutual
    Mechanicsburg, PA
  • 05/2018 → Present
    Mml Investors Services
    Mechanicsburg, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-10
  • S66 Uniform Combined State Law Examination
    2014-03-10
Other Names
  • Bryce Schafer

View on SEC IAPD

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