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Donald Boyce

28 Years of Experience
New Haven, CT
1 DisclosureBrokerSells Insurance

Donald Boyce is a registered investment advisor at MML Investors Services, LLC, based in New Haven, CT, with 28 years of industry experience. Donald 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

New Haven, CT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1995
Final Disposition
Other Business ActivitiesSells Insurance

Donald is an independent insurance agent selling various insurance products since 2001, dedicating minimal time to these activities. He also serves as Treasurer for a church and President & Treasurer for another board, spending minimal time on these roles.

Employment History
Current Registrations
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.
September 2004 - March 2017 · 12 yrs 6 mos
Msi Financial Services, INC.Broker
March 1998 - March 2017 · 19 yrs
Metropolitan Life Insurance CompanyBroker
March 1998 - July 2007 · 9 yrs 4 mos
State Registrations9 states
CACTFLNCNJNYPASCTX
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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