Elijah Joseph Kaufman

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

• 07/2024 → 03/2025
  Fidelity Brokerage Services Llc
  Bethesda, MD
• 12/2019 → Present
  Doordash
  San Francisco, CA
• 08/2016 → 06/2020
  Richard Montgomery High School
  Rockville, MD
• 06/2023 → 08/2023
  Andersen Tax
  Mclean, VA
• 03/2025 → Present
  Mml Investors Services Llc.
  Bethesda, MD
• 03/2025 → Present
  Massmutual Life Insurance Co.
  Bethesda, MD
• 08/2023 → 05/2024
  University Of Maryland/Robert H Smith School Of Business
  College Park, MD
• 01/2025 → 03/2025
  Fidelity Personal & Workplace Advisors
  Bethesda, MD

Previous Registrations

• 2025-01-23 → 2025-03-11
  Fidelity Personal And Workplace Advisors
  Bethesda, MD
  Rockville, MD

Other Businesses

1)Name: Doordash, Inv Rel: N Addr:303 2nd Street, Ste 800, San Francisco CA 94107 Nature: Food Delivery , Position: Dasher Start: 3/24/2025, No Hr/Mo: 2-4 No Hr/Mo dur Trading: 0 Duties: deliver food from a store to the customer.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-31

Other Names

• Elijah Kaufman