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Tomislav Govorcin

30 Years of Experience
Hauppauge, NY
BrokerSells Insurance

Tomislav Govorcin is a registered investment advisor at MML Investors Services, LLC, based in Hauppauge, NY, with 30 years of industry experience. Tomislav 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

1393 Veteran's Memorial Hwy, Suite 307S, Hauppauge, NY, 11788

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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

Tomislav is an independent insurance agent selling various insurance products including life, accident, health, property, casualty, dental, group disability income, disability, fixed annuities, and long-term care. He has been selling life/accident/health insurance since 1999 and property & casualty insurance since 2015, and other insurance products since 2015, dedicating minimal time to these activities.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.Broker
May 1995 - March 2017 · 21 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
May 1995 - July 2007 · 12 yrs 2 mos
State Registrations15 states
AZCACTDEFLGAMAMDMONCNJNYPATXVA
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.