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Terence Hunady

24 Years of Experience
Huron, OH
BrokerSells Insurance

Terence Hunady is a registered investment advisor at MML Investors Services, LLC, based in Huron, OH, with 24 years of industry experience. Terence 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

304 Williams Street, Suite G, Huron, OH, 44839

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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

Terence is an insurance agent selling individual life insurance since 2019. He dedicates a few hours per week to this activity.

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
Msi Financial Services, INC.
December 2005 - March 2017 · 11 yrs 3 mos
Msi Financial Services, INC.Broker
December 2005 - March 2017 · 11 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Financial Services LLC
April 2004 - December 2005 · 1 yr 8 mos
Citistreet Equities LLCBroker
April 2004 - December 2005 · 1 yr 8 mos
Great American Advisors, INC.Broker
May 2003 - May 2004 · 1 yr
AXA Advisors, LLC
January 2003 - June 2003 · 5 mos
AXA Advisors, LLCBroker
September 2001 - June 2003 · 1 yr 9 mos
State Registrations4 states
FLINNVOH
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.