TrueAdvisor
TrueAdvisor
SM
CFP
SM
CFP

Susan Myers

MML Investors Services, LLC
37 Years of Experience
Bonita Springs, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Susan Myers is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Bonita Springs, FL, with 37 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

Bonita Springs, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1992
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Susan is an agent for individual life and health insurance since 2004, dedicating minimal time to this activity. She also has ownership in Serendipity Properties LLC and is a joint owner of simple rental property.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
July 2010 - March 2017 · 6 yrs 8 mos
Msi Financial Services, INC.Broker
January 2004 - March 2017 · 13 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
January 2004 - July 2007 · 3 yrs 6 mos
Northstar Financial Partners, INC.Broker
August 2001 - January 2004 · 2 yrs 5 mos
Seger Financial, INC.Broker
August 1996 - September 2001 · 5 yrs 1 mo
Sunamerica Securities, INC.Broker
October 1995 - July 1996 · 9 mos
Mariner Financial Services, INC.Broker
May 1994 - September 1995 · 1 yr 4 mos
Lehman Brothers INC.Broker
May 1988 - December 1990 · 2 yrs 7 mos
E. F. Hutton & Company INCBroker
August 1986 - May 1988 · 1 yr 9 mos
Mutual Service CorporationBroker
July 1985 - April 1986 · 9 mos
State Registrations7 states
CAFLGAIAMITXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Bonita Springs, FL →All financial advisors in Florida →