Doylestown, PA N. West Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
2
Of 5,064 advisors across 1,224 offices
Location
204 N. West Street, Suite 101
Doylestown PA 18901
Advisors at this office
2
Advisors at this office
Daniel P
Series 66
Doylestown, PA
Mass Mutual Investors Services
Daniel Pfeiffer is a Series 66 licensed advisor with 17 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. Pfeiffer serves as the treasurer of the VE Soccer Club, where he manages financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.
Patrick C
Series 63, Series 65
Doylestown, PA
Mass Mutual Investors Services
Patrick Caligiuri is a financial advisor with Mass Mutual Investors Services, where he has worked since 2017. He holds the Series 63 and Series 65 designations and has 39 years of industry experience. Prior to his current role, he spent 10 years with Metlife Securities, Inc. Outside of advisory work, he is an individual life insurance agent. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning as annual collaborations using firm-approved analytical tools.
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