Adam Cherney
Adam Cherney is a registered investment advisor at MML Investors Services, LLC, based in Garden City, NY, with 23 years of industry experience. Adam 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
900 Stewart Ave, Suite 260, Garden City, NY, 11530
Get directionsHistory
Regulatory History (5)
Financial
June 2019Financial
June 2019Financial
May 2018Regulatory
March 2008Regulatory
November 2006Other Business ActivitiesSells Insurance
Adam is an insurance broker involved in outside insurance sales, dedicating minimal time to this activity. He also owns and manages Clarney Holdings, LLC, which rents a Florida home property, also requiring minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations53 states
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.