Duston Ladieu
Duston Ladieu is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Wellesley, MA, with 28 years of industry experience. Duston 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
100 William Street, Suite 300, Wellesley, MA, 02481
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Duston is an insurance agent for Guardian Bullfinch Group, selling life and disability insurance since 2008, dedicating minimal time. He also works as a consultant for Help me Fund College Fund, spends a few hours per week as owner of AJTL Enterprises, LLC, and is the owner of Synergy Private Wealth LLC, which requires minimal time for annual filings.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Signator Investors, INC.Broker
State Registrations19 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.