George Grant
George Grant is a registered investment advisor at MML Investors Services, LLC, based in Wellesley, MA, with 34 years of industry experience. George 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
100 William Street, Suite 300, Wellesley, MA, 02481
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
George is an insurance producer selling various insurance products, including life, disability, property and casualty, long-term care, and annuities, since August 2022. He also owns an LLC used as a pass-through entity for tax purposes, dedicating about a quarter of his time to it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
New England SecuritiesBroker
AXA Advisors, LLCBroker
New England SecuritiesBroker
State Registrations14 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.