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Daniel Marcotte

29 Years of Experience
Chesterfield, MO
1 DisclosureBrokerSells Insurance

Daniel Marcotte is a registered investment advisor at MML Investors Services, LLC, based in Chesterfield, MO, with 29 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

16150 Main Circle Drive, Suite 400, Chesterfield, MO, 63017

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History

Regulatory History (1)
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Customer Dispute
March 2017
Denied
Other Business ActivitiesSells Insurance

Daniel is involved in several outside business activities. He sells life and health insurance, spends minimal time as a finance committee member for Twin Oaks Church, and serves as a board member for Providence Academy, a private Christian school.

Employment History
Current Registrations
MML Investors Services, LLC
April 2016 - Present · 10 yrs 6 mos
MML Investors Services, LLCBroker
February 1997 - Present · 29 yrs 8 mos
State Registrations27 states
ALARAZCACOFLGAIAILINKSKYMAMOMSNCNHNYOHOKPASDTNTXVAWAWI
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.
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