Kevin Mcavoy
Kevin Mcavoy is a registered investment advisor at MML Investors Services, LLC, based in Stamford, CT, with 42 years of industry experience. Kevin 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
225 High Ridge Road East Bldg, 1st Floor, Stamford, CT, 06905
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Kevin is an insurance agent since 1982, selling property/casualty, life, disability, long-term care, health, and fixed annuities, dedicating minimal time to this. Kevin also owns rental real estate property in South Carolina since 2007, spending minimal time as a landlord.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 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.