Brian Mckoy is a registered investment advisor at MML Investors Services, LLC, based in Springfield, MA, with 21 years of industry experience. Brian 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
1295 State Street, Springfield, MA, 01111
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian works as an intern for the Office of the Corporation Counsel of the City of Yonkers, conducting legal research and writing, dedicating about a quarter of his time. He spends a few hours per week on this activity during SEC trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.Broker
People's Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
People's Securities, INC.
People's Securities, INC.Broker
Scottrade, INC.Broker
Equinox Securities, INC.Broker
E*trade Securities LLCBroker
J.P. Turner & Company, L.L.C.Broker
J.H. Darbie & CO., INC.Broker
Financial World CorporationBroker
Pro-Integrity Securities, INC.Broker
State Registrations1 state
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.