Eileen Cioe
Eileen Cioe is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Ft Lauderdale, FL, with 39 years of industry experience. Eileen 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
1000 Corporate Dr, Suite 700, Radice Iii, Ft Lauderdale, FL, 33334-3637
Get directionsHistory
Regulatory History (10)
Customer Dispute
March 2004Customer Dispute
August 2003Customer Dispute
November 2002Customer Dispute
November 2002Customer Dispute
November 2002Customer Dispute
October 2002Customer Dispute
August 2002Customer Dispute
April 2002Employment Separation After Allegations
November 2001Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Eileen is an insurance agent selling disability, fixed annuities, life/accident/health, LTC, medicare related products, and group products since 2016. She also has ownership in JARCO1 LLC, a non-income producing property, since 2012.
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
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.