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Leon Slavutin

27 Years of Experience
East Hampton, NY
1 DisclosureBrokerSells Insurance

Leon Slavutin is a registered investment advisor at MML Investors Services, LLC, based in East Hampton, NY, with 27 years of industry experience. Leon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

East Hampton, NY

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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.
Regulatory
October 1995
Final
Other Business ActivitiesSells Insurance

Leon is a life and health insurance sales agent since 1989, dedicating about 10-20% of his time. He also works as a fee-based insurance advisor and is an author/lecturer on insurance topics.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 4 yrs 11 mos
MML Investors Services, LLC
January 1999 - Present · 27 yrs 4 mos
MML Investors Services, LLCBroker
January 1999 - Present · 27 yrs 4 mos
State Registrations15 states
AZCACOCTDCFLLAMAMDNCNJNMNYSCWI
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.
Leon Slavutin - Financial Advisor | TrueAdvisor