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Thomas Brudzinski

29 Years of Experience
Dublin, OH
BrokerSells Insurance

Thomas Brudzinski is a registered investment advisor at MML Investors Services, LLC, based in Dublin, OH, with 29 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
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

5455 Rings Road, Suite 125, Dublin, OH, 43017

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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

Thomas is an insurance agent since 2022, selling life insurance, fixed annuities, disability, long-term care, and health insurance. This takes a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
July 2018 - Present · 7 yrs 10 mos
MML Investors Services, LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
D.A. Davidson & CO.Broker
November 2013 - May 2018 · 4 yrs 6 mos
The Huntington Investment CompanyBroker
September 2006 - November 2013 · 7 yrs 2 mos
Huntington Capital CORP.Broker
August 2001 - September 2006 · 5 yrs 1 mo
Banc One Capital Markets, INC.Broker
April 1999 - April 2001 · 2 yrs
Banc One Capital Markets, INC.Broker
August 1996 - April 1999 · 2 yrs 8 mos
State Registrations3 states
COFLOH
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.