AW
ChFC
AW
ChFC

Andrew Wigzell

25 Years of Experience
Shelton, CT
2 DisclosuresBrokerSells Insurance

Andrew Wigzell is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Shelton, CT, with 25 years of industry experience. Andrew 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

6 Corporate Drive, Shelton, CT, 06484

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History

Regulatory History (2)
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.
Customer Dispute
October 2009
Settled
Customer Dispute
March 2009
Denied
Other Business ActivitiesSells Insurance

Andrew is an insurance agent since 2001, selling individual life, health, group life, group health, fixed annuities, long-term care, and disability insurance. This takes a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
August 2001 - March 2017 · 15 yrs 7 mos
Msi Financial Services, INC.Broker
August 2001 - March 2017 · 15 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 2001 - July 2007 · 5 yrs 11 mos
American Express Financial Advisors INC.Broker
August 2000 - August 2001 · 1 yr
Ids Life Insurance CompanyBroker
August 2000 - August 2001 · 1 yr
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Andrew Wigzell - Financial Advisor | TrueAdvisor