MD
MD

Michael Dimos

24 Years of Experience
Manchester, NH
1 DisclosureBrokerSells Insurance

Michael Dimos is a registered investment advisor at MML Investors Services, LLC, based in Manchester, NH, with 24 years of industry experience. Michael 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

Manchester, NH

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History

Regulatory History (1)
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Customer Dispute
June 2012
Denied
Other Business ActivitiesSells Insurance

Michael is an insurance agent selling individual life and group health insurance since 2001, dedicating minimal time to this activity. He is also a member of T.E.L.A. LLC, generating rental income from investment real estate, and a member of Amherst St. Expense Sharing Group, LLC, which shares operating expenses for a producer group, both requiring minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Baystate Wealth Management
April 2016 - February 2018 · 1 yr 10 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
June 2004 - January 2015 · 10 yrs 7 mos
New England SecuritiesBroker
July 2001 - January 2015 · 13 yrs 6 mos
State Registrations21 states
AZCACOFLIAILMAMDMEMNMONCNHNYORPARISCSDTXVT
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.