Vincent Russo
Vincent Russo is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Horsham, PA, with 55 years of industry experience. Vincent 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
220 Gibraltar Road, Suite 350, Horsham, PA, 19044-2306
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Regulatory History (1)
Regulatory
April 1975Other Business ActivitiesSells Insurance
Vincent is an insurance agent selling life insurance and fixed annuities since 1965. He dedicates minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
Massachusetts Mutual Life Insurance CompanyBroker
Ina Security CorporationBroker
Provident Securities CorporationBroker
Piedmont Capital CorporationBroker
State Registrations1 state
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.