Steven Klimaszewski
Steven Klimaszewski is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Elmsford, NY, with 33 years of industry experience. Steven 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
565 Taxter Road Suite 625 6th Floor, Elmsford, NY, 10523
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Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Steven is the principal/founder of J Matrik Wealth Management, LLC, managing the practice and working with clients, dedicating nearly full-time hours. He is also an insurance agent since 2015 selling life, disability, long-term care, fixed annuities, and health insurance, dedicating minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Veravest Investments, INC.Broker
State Registrations23 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.