ML
ChFC
ML
ChFC

Michael Luftman

28 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Michael Luftman is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 28 years of industry experience. Michael 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

420 Lexington Avenue, 25th Floor, Suite 2510, New York, NY, 10170

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History

Regulatory History (1)
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Customer Dispute
September 2003
Settled
Other Business ActivitiesSells Insurance

Michael is an insurance broker since 2008, selling life, health, disability, long-term care, and fixed annuities, dedicating minimal time to this activity. He also owns Luftco, INC, an S-Corp for tax purposes only, dedicating minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
April 2017 - Present · 9 yrs 6 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
November 2001 - March 2017 · 15 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
November 2001 - July 2007 · 5 yrs 8 mos
1717 Capital Management CompanyBroker
October 1997 - November 2001 · 4 yrs 1 mo
State Registrations39 states
ALARAZCACOCTDCDEFLGAHIILKYLAMAMDMIMNMONCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTVirgin IslandsWAWV
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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