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George Schmansky

28 Years of Experience
East Hills, NY
BrokerSells Insurance

George Schmansky is a registered investment advisor at MML Investors Services, LLC, based in East Hills, NY, with 28 years of industry experience. George 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
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

George is an independent insurance agent selling various insurance products, including life, accident, health, long-term care, dental, and disability income. He also works as an actor/model in television commercials, dedicating minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
October 2020 - Present · 5 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.Broker
March 2002 - March 2017 · 15 yrs
Metropolitan Life Insurance CompanyBroker
March 2002 - July 2007 · 5 yrs 4 mos
AXA Advisors, LLCBroker
February 2001 - April 2001 · 2 mos
American Express Financial Advisors INC.Broker
November 1999 - January 2001 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
November 1999 - January 2001 · 1 yr 2 mos
W.J. Nolan & Company, INC.Broker
January 1998 - September 1999 · 1 yr 8 mos
E. C. Capital, LTD.Broker
June 1997 - January 1998 · 7 mos
Josephthal Lyon & Ross IncorporatedBroker
January 1997 - June 1997 · 5 mos
Royce Investment Group, INC.Broker
May 1996 - January 1997 · 8 mos
State Registrations12 states
CACTFLMAMTNCNJNYPAPRSCVA
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.
George Schmansky - Financial Advisor | TrueAdvisor