PF
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Paul Feigenbaum

29 Years of Experience
East Hills, NY
1 DisclosureBrokerSells Insurance

Paul Feigenbaum is a registered investment advisor at MML Investors Services, LLC, based in East Hills, NY, with 29 years of industry experience. Paul 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

2200 Northern Blvd, Suite 200, East Hills, NY, 11548

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History

Regulatory History (1)
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Customer Dispute
January 2009
Denied
Other Business ActivitiesSells Insurance

Paul works as a sales agent for group life, health, disability, dental, and vision insurance, dedicating minimal time to this activity. He also sells individual life, disability, and fixed interest products, also dedicating minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 4 yrs 11 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.Broker
June 1996 - March 2017 · 20 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 1996 - July 2007 · 11 yrs 1 mo
State Registrations6 states
FLGANCNJNYTX
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.