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Sandra Scanni

17 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Sandra Scanni is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 17 years of industry experience. Sandra 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

155 East 44th St, 12th Floor, New York, NY, 10017

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2019
Other Business ActivitiesSells Insurance

Sandra is an insurance agent selling various insurance products since 2019, dedicating a few hours per week. She is also the CEO/COO of Sandymar LLC, involved in retail sales, and the Chief Commercial Officer for CleanBoss, managing a sales team.

Employment History
Current Registrations
MML Investors Services, LLC
July 2022 - Present · 4 yrs
MML Investors Services, LLC
January 2020 - Present · 6 yrs 6 mos
MML Investors Services, LLCBroker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Nylife Securities LLCBroker
May 2014 - November 2019 · 5 yrs 6 mos
First Asset Management, INC.Broker
June 1992 - April 1998 · 5 yrs 10 mos
First Asset Management, INC.Broker
February 1992 - April 1998 · 6 yrs 2 mos
State Registrations20 states
AZCACTFLIDILLAMAMEMIMOMSNCNHNYOHPATNTXWA
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.