Bruce Bowman
Bruce Bowman is a registered investment advisor at MML Investors Services, LLC, based in Newark, NY, with 39 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
165 E Union Street, Suite 411, Newark, NY, 14513
Get directionsHistory
Regulatory History (1)
Regulatory
January 1998Other Business ActivitiesSells Insurance
Bruce works in property and casualty insurance sales since 2004, dedicating a few hours per week. He also serves as a trustee for a fraternal organization, overseeing lodge financial activities and dedicating minimal time to this role.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.