Brian Desoye
Brian Desoye is a registered investment advisor at MML Investors Services, LLC, based in Bedford, NH, with 21 years of industry experience. Brian 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
360 Route 101, Unit 2, Bedford, NH, 03110
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Brian owns Birchwood Financial Group, Inc. and spends minimal time on administrative tasks and filings. Brian is also an insurance agent selling life, disability, and fixed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
New England SecuritiesBroker
Msi Financial Services, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Morgan Stanley Dw INC.Broker
RBC Dain Rauscher INC.Broker
State Registrations18 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.