Stuart Grove
Stuart Grove is a registered investment advisor at MML Investors Services, LLC, based in Hamden, CT, with 23 years of industry experience. Stuart 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
2319 Whitney Avenue, Suite 5C, Hamden, CT, 06518
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2015Other Business ActivitiesSells Insurance
Stuart is a sales agent at Grove Street Financial, LLC, an outside insurance brokerage, since 2013. He dedicates about a quarter of his time to selling individual and group life, individual and group health, and Medicare insurance.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations21 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.