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Matthew Mattimore

23 Years of Experience
Woodcliff Lake, NJ
1 DisclosureBrokerSells Insurance

Matthew Mattimore is a registered investment advisor at MML Investors Services, LLC, based in Woodcliff Lake, NJ, with 23 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Woodcliff Lake, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2003
Other Business ActivitiesSells Insurance

Matthew is a relationship manager for Lenox Advisors, dealing with outside insurance including life, disability, long-term care, fixed annuities, and health insurance. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
May 2022 - Present · 4 yrs 5 mos
MML Investors Services, LLC
February 2022 - Present · 4 yrs 8 mos
MML Investors Services, LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2012 - December 2021 · 9 yrs 8 mos
Chimera Securities, LLCBroker
April 2011 - February 2012 · 10 mos
Assent LLCBroker
March 2007 - June 2010 · 3 yrs 3 mos
Evolution Financial Technologies, LLCBroker
February 2003 - August 2006 · 3 yrs 6 mos
Heartland Securities CORP.Broker
October 2001 - March 2003 · 1 yr 5 mos
State Registrations10 states
COCTDEFLMANJNYSCTXWA
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.
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