Dennis Cohan
Dennis Cohan is a registered investment advisor at MML Investors Services, LLC, based in Houston, TX, with 29 years of industry experience. Dennis 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
3900 Essex Lane, Suite 1070, Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Dennis is involved with Cohan Insurance Group, Inc. and CORE Benefit Services, Inc., a non-MMLIA insurance brokerage, as a sales agent and owner since 2012. He dedicates minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Ameritas Investment CORP.Broker
Hartford Equity Sales Company INC.Broker
Ameritas Investment CORP.Broker
Financial Network Investment CorporationBroker
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.