FD
ChFC
FD
ChFC

Frederick Denitz

22 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Frederick Denitz is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Los Angeles, CA, with 22 years of industry experience. Frederick 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

444 S. Flower Street, Suite 4200, Los Angeles, CA, 90071

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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

Frederick is a sales agent at a non-MMLIA insurance brokerage since 2018, selling individual and group life and health insurance. He spends minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
February 2018 - Present · 8 yrs 3 mos
MML Investors Services, LLC
January 2018 - Present · 8 yrs 4 mos
MML Investors Services, LLCBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2009 - January 2018 · 8 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
February 2009 - January 2018 · 8 yrs 11 mos
Mbsc Securities Corporation
July 2007 - December 2007 · 5 mos
Mbsc Securities CorporationBroker
July 2007 - December 2007 · 5 mos
Mbsc, LLC
August 2005 - July 2007 · 1 yr 11 mos
Mbsc, LLCBroker
August 2005 - July 2007 · 1 yr 11 mos
Dreyfus Service Corporation
June 2003 - June 2005 · 2 yrs
Dreyfus Service CorporationBroker
August 2002 - June 2005 · 2 yrs 10 mos
State Registrations8 states
CACOGAILNCNYORWA
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.
Frederick Denitz - Financial Advisor | TrueAdvisor