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Scott Werner

MML Investors Services, LLC
25 Years of Experience
Austin, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Werner is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Austin, TX, with 25 years of industry experience. Scott 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.

MML Investors Services, LLC
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

807 Las Cimas Pkwy, Bldg 2, Suite 275, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is an independent insurance agent selling dental, group disability income, life, accident, health, and property & casualty insurance products since 2011, dedicating minimal time. He is also an owner/partner in MPSW Enterprises, LLC since 2016 and MPSW Properties LLC since 2024, spending minimal time on real estate related activities.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
July 2013 - March 2017 · 3 yrs 8 mos
New England Securities Corporation
July 2009 - January 2015 · 5 yrs 6 mos
New England SecuritiesBroker
July 2009 - January 2015 · 5 yrs 6 mos
AXA Advisors, LLC
March 2004 - July 2009 · 5 yrs 4 mos
AXA Advisors, LLCBroker
January 2004 - July 2009 · 5 yrs 6 mos
A I M Distributors, INC.Broker
September 2003 - December 2003 · 3 mos
Invesco Distributors, INC.Broker
August 2000 - September 2003 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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