Steven Glenn
Steven Glenn is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Fleming Island, FL, with 40 years of industry experience. Steven 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
Fleming Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent selling life, fixed annuities, health, long-term care, and disability insurance, dedicating minimal time to this. He is also an adjunct professor and speaker, and a member of the Jacksonville Police and Fire Pension Fund Financial Investment and Advisory Committee.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Ohio National Equities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Lincoln Financial Distributors, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sun Life of Canada (U.S.) Distributors, INC.Broker
Princor Financial Services CorporationBroker
Investors Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
The Equitable Life Assurance Society of the United StatesBroker
Ina Security CorporationBroker
Blc Equity Services CorporationBroker
State Registrations3 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.