JG
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Jeffrey Girsky

25 Years of Experience
East Hills, NY
3 DisclosuresBrokerSells Insurance

Jeffrey Girsky is a registered investment advisor at MML Investors Services, LLC, based in East Hills, NY, with 25 years of industry experience. Jeffrey 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

2200 Northern Blvd, Suite 200, East Hills, NY, 11548

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2018
Judgment / Lien
October 2015
Employment Separation After Allegations
October 2014
Other Business ActivitiesSells Insurance

Jeffrey is a sales representative for a non-MMLIA insurance brokerage, selling individual and group life and health insurance since 2017, dedicating a few hours per week. He is also a trustee for the Girsky Family 2006 Irr Trust, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
May 2021 - Present · 5 yrs
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.Broker
April 2015 - March 2017 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2014 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
December 2010 - October 2012 · 1 yr 10 mos
Olympia Asset Management,ltd.Broker
January 2010 - December 2010 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
May 2000 - May 2009 · 9 yrs
Dean Witter Reynolds INC.Broker
April 1999 - September 2000 · 1 yr 5 mos
State Registrations11 states
AZCACOCTFLMDNJNYPASCTN
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.