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Keiron Obrien

11 Years of Experience
Hingham, MA
BrokerSells Insurance

Keiron Obrien is a registered investment advisor at MML Investors Services, LLC, based in Hingham, MA, with 11 years of industry experience. Keiron 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

25 Recreation Park Dr, Ste 104, Hingham, MA, 02043

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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

Keiron works as an insurance broker selling life and disability insurance since November 2024. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
August 2024 - Present · 1 yr 9 mos
MML Investors Services, LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Sandy Cove Advisors, LLC
September 2022 - April 2024 · 1 yr 7 mos
Alliancebernstein Investments, INC.Broker
October 2015 - March 2016 · 5 mos
Corestone Distributors, LLCBroker
August 2011 - July 2015 · 3 yrs 11 mos
National Financial Services LLCBroker
August 2005 - December 2005 · 4 mos
Fidelity Brokerage Services LLCBroker
January 2004 - August 2005 · 1 yr 7 mos
Putnam Retail Management Limited PartnershipBroker
June 2001 - September 2003 · 2 yrs 3 mos
State Registrations3 states
FLMATX
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.