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Scott Schuebel

28 Years of Experience
Hunt Valley, MD
1 DisclosureBrokerSells Insurance

Scott Schuebel is a registered investment advisor at MML Investors Services, LLC, based in Hunt Valley, MD, with 28 years of industry experience. Scott 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

11350 Mccormick Road, Executive Plaza Iv, Suite 200, Hunt Valley, MD, 21031

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History

Regulatory History (1)
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
November 2013
Denied
Other Business ActivitiesSells Insurance

Scott is involved with Statera Advisors LLC and Statera Retirement, LLC, selling various insurance products including life, health, disability, long-term care insurance, and fixed annuities. He spends about 10-20% of his time with Statera Advisors LLC and a few hours per week with Statera Retirement, LLC.

Employment History
Current Registrations
MML Investors Services, LLC
January 2006 - Present · 20 yrs 4 mos
MML Investors Services, LLC
October 1997 - Present · 28 yrs 7 mos
MML Investors Services, LLCBroker
October 1997 - Present · 28 yrs 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Scott Schuebel - Financial Advisor | TrueAdvisor