EF
EF

Edward Felsenthal

57 Years of Experience
Memphis, TN
1 DisclosureBrokerSells Insurance

Edward Felsenthal is a registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 57 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

949 Shady Grove Rd S, Ste 300, Memphis, TN, 38120

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1999
Denied
Other 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
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Msi Financial Services, INC.
January 2016 - March 2017 · 1 yr 2 mos
Metlife Securities INC.Broker
January 2015 - December 2015 · 11 mos
Metlife Securities INC.
January 2015 - December 2015 · 11 mos
New England Securities Corporation
February 2004 - January 2015 · 10 yrs 11 mos
New England SecuritiesBroker
August 1995 - January 2015 · 19 yrs 5 mos
Nathan & Lewis Securities, INC.Broker
June 1994 - December 1999 · 5 yrs 6 mos
New England SecuritiesBroker
July 1968 - December 1993 · 25 yrs 5 mos
State Registrations4 states
FLMSNCTN
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.
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