Arkady Milgram
Arkady Milgram is a registered investment advisor at MML Investors Services, LLC, based in Westlake Village, CA, with 25 years of industry experience. Arkady 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
2801 Townsgate Road, Suite 320, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2024Employment Separation After Allegations
February 2004Other Business ActivitiesSells Insurance
Arkady is a sales agent for Milgram Financial and Insurance Services, selling life and health insurance. He also owns rental property managed passively and is a member of the Ventura County Republican Central Committee, dedicating minimal time to each activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Nylife Securities INC.Broker
Mony Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.