AW
AW

Abraham Weiss

32 Years of Experience
Jackson, NJ
BrokerSells Insurance

Abraham Weiss is a registered investment advisor at MML Investors Services, LLC, based in Jackson, NJ, with 32 years of industry experience. Abraham is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5077 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

20 North County Line Road, 3rd Floor, Suite 303, Jackson, NJ, 08527

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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

Abraham is involved with Sterling Insurance Concepts Inc. as a sales/ownership role since 1993, focusing on life, health, and group health insurance, dedicating about 10-20% of his time. He also owns a rental property and is involved with Sterling Insurance Defined Benefit Plan and Lakewood Financial Group LLC, but these require minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
June 2014 - Present · 12 yrs 4 mos
MML Investors Services, LLCBroker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Metlife Securities INC.
September 2007 - February 2014 · 6 yrs 5 mos
Metlife Securities INC.Broker
January 2002 - February 2014 · 12 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
January 2002 - July 2007 · 5 yrs 6 mos
Jefferson Pilot Securities CorporationBroker
May 1998 - January 2002 · 3 yrs 8 mos
Stuart Stone & CO., LLCBroker
June 1994 - May 1998 · 3 yrs 11 mos
State Registrations3 states
FLNJNY
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.
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