Tony Delumen
Tony Delumen is a registered investment advisor at MML Investors Services, LLC, based in San Rafael, CA, with 24 years of industry experience. Tony 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
30 N. San Pedro Road, #115, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Tony owns rental properties and has been an owner since 2003. Tony is also involved in insurance sales as an agent since 2005, and spends minimal time on this activity. Finally, Tony owns Madison Vineyards, a winery, dedicating a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations35 states
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.