Corey Schneider
Corey Schneider is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Boca Raton, FL, with 30 years of industry experience. Corey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
150 East Palmetto Park Road, Suite 800, Boca Raton, FL, 33432
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Corey is involved with Sentinel Solutions, Sentinel Financial Solutions Moat Builder Inc., and Advosent, selling individual life, P&C, and group life/health insurance as a sales person and owner/agent, dedicating full-time hours to this. Corey is also a member of Schnike Power LLC, which purchases and leases back solar panels, dedicating a few hours per week to supporting his wife's decisions.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
State Registrations27 states
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.