Salvatore Dileo
Salvatore Dileo is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Hauppauge, NY, with 42 years of industry experience. Salvatore 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
1393 Veteran's Memorial Hwy, Suite 307S, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2018Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Salvatore receives renewals from ODI on fixed life and long-term care insurance, and sells property and casualty insurance as an independent agent, dedicating minimal time to these activities. He is also a notary public.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations17 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.