Timothy Stalker
Timothy Stalker is a registered investment advisor at MML Investors Services, LLC, based in Amherst, NY, with 41 years of industry experience. Timothy 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
300 Corporate Pkwy, Suite 216N, Amherst, NY, 14226
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Timothy is an independent insurance agent selling life, accident, and health insurance since 2010, and property and casualty insurance since 2016, dedicating minimal time to these activities. He is also a board member of Kealy's Kindness Foundation, assisting teenage girls dealing with cancer, spending a few hours per week on this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities 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.