Edward Zang
Edward Zang is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 24 years of industry experience. Edward 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
420 Lexington Avenue, 25th Floor, Suite 2510, New York, NY, 10170
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Edward owns a corporation for tax reporting purposes and oversees accounting and payments, dedicating minimal time. He is also an officer at Landmark Preservation Guild, earning income from a mixed-use building and assisting with accounting and financial activities, also dedicating minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Royal Alliance Associates, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Dean Witter Reynolds INC.Broker
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.