Dewitte Kersh
Dewitte Kersh is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 25 years of industry experience. Dewitte 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
90 Park Ave, 18th Floor, New York, NY, 10016
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Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Dewitte works as a sales representative for a non-MMLIA insurance brokerage, focusing on individual life, property/casualty, and health insurance, dedicating a few hours per week. Dewitte also works as a ski instructor, dedicating about 40% of his time, but not during SEC trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Gerard Klauer Mattison & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations10 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.