AC
ChFC
AC
ChFC

Anthony Canderozzi

37 Years of Experience
Wall Township, NJ
BrokerSells Insurance

Anthony Canderozzi is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Wall Township, NJ, with 37 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1305 Campus Parkway, Wall Township, NJ, 07753

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is a board member for Caregiver Volunteers of Central Jersey and the President of the Jackson Township Chamber of Commerce, dedicating a few hours per week to each. He is also an agent for dental, disability, fixed annuities, life, accident, health, long-term care, and property & casualty insurance, and a broker for Ashar Group LLC, a life settlement company, dedicating minimal time to each.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
November 2009 - January 2015 · 5 yrs 2 mos
New England SecuritiesBroker
November 2009 - January 2015 · 5 yrs 2 mos
Lincoln Financial Advisors Corporation
April 2004 - October 2009 · 5 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
December 2003 - October 2009 · 5 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
December 2003 - June 2006 · 2 yrs 6 mos
Veravest Investment Advisors, INC.
August 2003 - December 2003 · 4 mos
Veravest Investments, INC.Broker
March 2003 - December 2003 · 9 mos
New England SecuritiesBroker
February 2000 - March 2003 · 3 yrs 1 mo
Princor Financial Services CorporationBroker
February 1996 - January 2000 · 3 yrs 11 mos
Pruco Securities CorporationBroker
May 1989 - January 1996 · 6 yrs 8 mos
The Prudential Insurance Company of AmericaBroker
May 1989 - December 1993 · 4 yrs 7 mos
J. T. Moran & CO., INC.Broker
September 1988 - March 1989 · 6 mos
State Registrations8 states
CTFLNCNHNJNYPASC
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.