Daniel Blake
Daniel Blake is a registered investment advisor at MML Investors Services, LLC, based in Orchard Park, NY, with 38 years of industry experience. Daniel 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
3438 Orchard Park Road, Orchard Park, NY, 14127
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Daniel owns Danach LLC, which holds the property owned by Southtowns Financial Group, and SFG Consulting, which provides business succession planning. Daniel also owns Southtowns Financial Group, where he sells life, disability, property and casualty, long-term care, and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations22 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.