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Sara Enos

23 Years of Experience
Norwood, MA
1 DisclosureBroker

Sara Enos is a registered investment advisor at MML Investors Services, LLC, based in Norwood, MA, with 23 years of industry experience. Sara 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

Norwood, MA

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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.
Customer Dispute
October 2013
Settled
Other Business Activities

Sara owns a simple rental property since 2022. She dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
December 2020 - Present · 5 yrs 5 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.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Baystate Wealth Management
March 2012 - April 2018 · 6 yrs 1 mo
New England SecuritiesBroker
January 2009 - January 2015 · 6 yrs
Metlife Securities INC.Broker
July 2002 - January 2009 · 6 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
July 2002 - July 2007 · 5 yrs
State Registrations12 states
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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.
Sara Enos - Financial Advisor | TrueAdvisor