Matthew Geherin
Matthew Geherin is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Rochester, NY, with 29 years of industry experience. Matthew 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
400 Meridian Centre, Suite 101, Rochester, NY, 14618
Get directionsHistory
Regulatory History (3)
Regulatory
April 2021Regulatory
June 2004Employment Separation After Allegations
January 2003Other Business ActivitiesSells Insurance
Matthew is a sales agent for individual life, health, group life, and group health insurance since 1984, dedicating minimal time. He also owns Micahmind, a church affiliation and local chapter of Christians Businessmen's Fellowship, dedicating a few hours per week since 2016.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Nml Equity Services, INC.Broker
State Registrations18 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.