Edward Felsenthal
Edward Felsenthal is a registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 57 years of industry experience. Edward 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
949 Shady Grove Rd S, Ste 300, Memphis, TN, 38120
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1999Other Business ActivitiesSells Insurance
Edward is an independent insurance agent with Felsenthal Financial Services and SFP Benefits, selling various insurance products since 1970 and 2015 respectively. He also handles pension plan administration and is the President of Hemisphere General Insurance Group, Inc. since 1984.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Nathan & Lewis Securities, INC.Broker
New England SecuritiesBroker
State Registrations4 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.