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Michael Eisner

26 Years of Experience
Hauppauge, NY
BrokerSells Insurance

Michael Eisner is a registered investment advisor at MML Investors Services, LLC, based in Hauppauge, NY, with 26 years of industry experience. Michael 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

Michael is a Managing Director/Financial Professional involved in financial planning, insurance, investments, and management. He spends a few hours per week on these activities, including selling life, disability, long-term care, fixed annuities, and health insurance.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 4 yrs 11 mos
MML Investors Services, LLCBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Park Avenue Securities LLCBroker
January 2016 - March 2016 · 2 mos
AXA Advisors, LLC
January 2007 - October 2015 · 8 yrs 9 mos
AXA Advisors, LLCBroker
February 2006 - October 2015 · 9 yrs 8 mos
Trillium Trading LLCBroker
June 2003 - December 2003 · 6 mos
Heartland Securities CORP.Broker
April 1998 - June 2003 · 5 yrs 2 mos
Datek Online Brokerage Services CORP.Broker
July 1997 - May 1998 · 10 mos
Datek Securities CORP.Broker
June 1996 - July 1996 · 1 mo
State Registrations1 state
NY
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.
Michael Eisner - Financial Advisor | TrueAdvisor