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David Belinkie

22 Years of Experience
Charlotte, NC
1 DisclosureBrokerSells Insurance

David Belinkie is a registered investment advisor at MML Investors Services, LLC, based in Charlotte, NC, with 22 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4350 Congress Street, Suite 300, Charlotte, NC, 28209

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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.
Criminal
June 1999
Final Disposition
Other Business ActivitiesSells Insurance

David is an agent for individual life insurance policies since 2013. He spends minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
October 2003 - Present · 23 yrs
MML Investors Services, LLCBroker
October 2003 - Present · 23 yrs
MML Investors Services, LLC
October 2003 - Present · 23 yrs
State Registrations31 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.
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