Daniel Mccoy
Daniel Mccoy is a registered investment advisor at MML Investors Services, LLC, based in Southhampton, NJ, with 28 years of industry experience. Daniel 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
Southhampton, NJ
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Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling dental, group disability income, disability, and life/accident/health insurance, dedicating a few hours per week. He also coaches baseball at Barnegat High School, spending about 10% of his time on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England SecuritiesBroker
New England Securities Corporation
New England SecuritiesBroker
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations7 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.