EZ
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Edward Zang

24 Years of Experience
New York, NY
1 DisclosureBroker

Edward Zang is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 24 years of industry experience. Edward 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

420 Lexington Avenue, 25th Floor, Suite 2510, New York, NY, 10170

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History

Regulatory History (1)
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Customer Dispute
May 2012
Closed-No Action
Other 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
July 2021 - Present · 5 yrs 3 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
Msi Financial Services, INC.Broker
September 2011 - March 2017 · 5 yrs 6 mos
Msi Financial Services, INC.
September 2011 - March 2017 · 5 yrs 6 mos
LPL Financial LLC
December 2009 - October 2011 · 1 yr 10 mos
LPL Financial LLCBroker
December 2009 - October 2011 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.
May 2007 - December 2009 · 2 yrs 7 mos
Citicorp Investment Services
January 2006 - May 2007 · 1 yr 4 mos
Citicorp Investment ServicesBroker
January 2006 - May 2007 · 1 yr 4 mos
H&r Block Financial Advisors, INC.
July 2003 - January 2006 · 2 yrs 6 mos
H&r Block Financial Advisors, INC.Broker
February 2003 - January 2006 · 2 yrs 11 mos
Royal Alliance Associates, INC.Broker
December 2002 - April 2003 · 4 mos
Asset & Financial Planning, LTD
May 2002 - December 2002 · 7 mos
Prime Capital Services, INC.Broker
December 2001 - December 2002 · 1 yr
Dean Witter Reynolds INC.Broker
June 2000 - August 2000 · 2 mos
State Registrations1 state
NY
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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