Samuel Gruehn (CRD# 7200905) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Newtown Square, PA | Nov 2019 - Current | 4 |
| Massmutual Life Insurance Company | Newtown Square, PA | Nov 2019 - Current | 4 |
| Massmutual Life Insurance Co/creative Financial Group | Newtown Square, PA | Sep 2019 - Current | 4 |
| Unemployed | Glen Mills, PA | Jul 2019 - Sep 2019 | < 1 |
| Temple University School Of Podiatric Medicine | Philadephia, PA | Aug 2018 - Jun 2019 | < 1 |
| Unemployed | Glen Mills, PA | Feb 2018 - Aug 2018 | < 1 |
| Ups | West Chester, PA | Dec 2017 - Jan 2018 | < 1 |
| Unemployed | Glen Mills, PA | Dec 2016 - Nov 2017 | < 1 |
| Salisbury University | Salisbury, MD | Sep 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- PA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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