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Amarjit Singh

24 Years of Experience
Shelton, CT
BrokerSells Insurance

Amarjit Singh is a registered investment advisor at MML Investors Services, LLC, based in Shelton, CT, with 24 years of industry experience. Amarjit 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

6 Corporate Drive, Shelton, CT, 06484

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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

Amarjit is an independent insurance agent through CT Financial Services LLC and also directly as an agent, selling property/casualty, life, disability, long-term care, and fixed annuities, dedicating a few hours per week to each. He also serves on the Multicultural Advisory Committee for the FBI, is a presenter for the Department of Justice, and provides consultation to Tej Foundation, Inc., each taking 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
Msi Financial Services, INC.
January 2004 - March 2017 · 13 yrs 2 mos
Msi Financial Services, INC.Broker
January 2003 - March 2017 · 14 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
January 2003 - July 2007 · 4 yrs 6 mos
Securian Financial Services, INC.Broker
February 2002 - January 2003 · 11 mos
State Registrations2 states
CTNY
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.