TrueAdvisor
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SB
CFP
SB
CFP

Steven Bellon

MML Investors Services, LLC
36 Years of Experience
Tarrytown, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Steven Bellon is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Tarrytown, NY, with 36 years of industry experience. Steven 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.

MML Investors Services, LLC
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

120 White Plains Road, Suite 601, Tarrytown, NY, 10591

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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

Steven is an insurance agent selling group benefits, life, disability, health insurance, long-term care, and fixed annuities since 2021, dedicating minimal time to this activity. He is also a board member of Ryan Ashford Memorial, a non-profit organization focused on mental health programs for teens and young adults, spending minimal time on program development and organizational matters.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 4 mos
MML Investors Services, LLC
September 2012 - Present · 14 yrs 1 mo
MML Investors Services, LLCBroker
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
October 2012 - January 2014 · 1 yr 3 mos
Northwestern Mutual Investment Services,llc
August 2005 - September 2012 · 7 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
May 2005 - September 2012 · 7 yrs 4 mos
Trusted Securities Advisors CORP.Broker
September 2002 - December 2003 · 1 yr 3 mos
Mony Securities CorporationBroker
September 1996 - May 2005 · 8 yrs 8 mos
Guardian Investor Services CorporationBroker
April 1995 - September 1996 · 1 yr 5 mos
Pruco Securities CorporationBroker
July 1990 - March 1995 · 4 yrs 8 mos
The Prudential Insurance Company of AmericaBroker
July 1990 - December 1993 · 3 yrs 5 mos
State Registrations6 states
CTFLNJNYPAVA
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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