Thomas Wieczerak
Thomas Wieczerak is a registered investment advisor at MML Investors Services, LLC, based in Wall Township, NJ, with 34 years of industry experience. Thomas 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
1305 Campus Parkway, Wall Township, NJ, 07753
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2019Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Thomas is an independent insurance agent selling dental, group disability income, disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products since 1992. He spends minimal time on these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
Pml Securities CompanyBroker
State Registrations12 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.