WC
WC

William Condon

22 Years of Experience
Boston, MA
2 DisclosuresBrokerSells Insurance

William Condon is a registered investment advisor at MML Investors Services, LLC, based in Boston, MA, with 22 years of industry experience. William 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.

Loading...

Location

280 Congress St, Suite 1300, Boston, MA, 02210

Get directions

History

Regulatory History (2)
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.
Regulatory
February 2019
Final
Regulatory
August 2015
Final
Other Business ActivitiesSells Insurance

William is a non-MMLIA insurance broker since 2011, selling individual and group life and health insurance, dedicating minimal time to this. William also owns rental property since 2014, dedicating minimal time to it.

Employment History
Current Registrations
MML Investors Services, LLC
October 2014 - Present · 12 yrs
MML Investors Services, LLC
February 2004 - Present · 22 yrs 8 mos
MML Investors Services, LLCBroker
February 2004 - Present · 22 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
August 2009 - July 2012 · 2 yrs 11 mos
State Registrations27 states
CACOCTDCDEFLIAINKYMAMDMEMONCNHNJNVNYORPARISCTNTXVAVTWA
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.
More Advisors