David Zannino is a registered investment advisor at Mma Securities LLC, based in Boston, MA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 8,394 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):
- In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
- MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
Location
101 Huntington Ave, Suite 401, Boston, MA, 02199
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David holds a Secretary position at Norwood Cafe, Inc. of Everett, a dining establishment, since 1990. He dedicates about 10-20% of his time to general management and upkeep of the establishment.
Employment History
Current Registrations
Mma Securities LLC
Mma Securities LLCBroker
Previous Registrations
Gwfs Equities, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations20 states
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