David Wayne Mercer
Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 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.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- MML Investors Services, LLCMay 2025 to now
- Massmutual Life Insurance CoMay 2025 to now
- UnemployedJul 2024 to Apr 2025
- Osaic Fa, Inc.May 2022 to Jul 2024
- Magis Wealth Advisors/cleveland Executive ConsultingMar 2021 to Jul 2024
- Lincoln Financial AdvisorsNov 2017 to Feb 2021
- Equity Trust CompanyApr 2017 to Oct 2017
- LPL FinancialNov 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 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
- 6584727
- Firm CRD
- 10409