SJ
SJ

Steve Janvier

25 Years of Experience
Columbia, MD
BrokerSells Insurance

Steve Janvier is a registered investment advisor at MML Investors Services, LLC, based in Columbia, MD, with 25 years of industry experience. Steve 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

8840 Stanford Blvd., Suite 4100, Columbia, MD, 21045

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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

Steve is an independent insurance agent selling life, accident, and health insurance since 2001. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
August 2006 - March 2017 · 10 yrs 7 mos
Msi Financial Services, INC.Broker
June 2006 - March 2017 · 10 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2006 - July 2007 · 1 yr 1 mo
AXA Advisors, LLC
June 2005 - May 2006 · 11 mos
AXA Advisors, LLCBroker
June 2005 - May 2006 · 11 mos
Mony Securities Corporation
January 2005 - June 2005 · 5 mos
Mony Securities CorporationBroker
February 2001 - June 2005 · 4 yrs 4 mos
State Registrations25 states
AZCACODCDEFLGAHIIDILINLAMAMDMNNCNJNYOHPASCTXVAWAWV
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.
Steve Janvier - Financial Advisor | TrueAdvisor