Eric David Gefre
Investment adviser representative at Mma Securities LLC
15 yearsExperience
2 statesRegistered in
$0Firm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Marsh Mclennan AgencyOct 2023 to now
- Mma Securities LLCOct 2023 to now
- UnemployedFeb 2022 to Oct 2023
- Morgan StanleyJul 2016 to Jan 2022
- Morgan Stanley Smith BarneyMay 2011 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5561272
- Firm CRD
- 44254