HZ
CFP
HZ
CFP

Hussam Zayyad

19 Years of Experience
Lisle, IL
BrokerSells Insurance

Hussam Zayyad is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Lisle, IL, with 19 years of industry experience. Hussam 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

2441 Warrenville Road, Suite 300, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Hussam is an independent insurance agent since 2014, selling various insurance products and dedicating minimal time to it. He is also a mortgage broker with Rocket Pro since 2021, spending about a quarter of his time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
July 2012 - March 2017 · 4 yrs 8 mos
Msi Financial Services, INC.Broker
March 2012 - March 2017 · 5 yrs
Country Capital Management CompanyBroker
August 2009 - September 2009 · 1 mo
Financial Network Investment CorporationBroker
May 2009 - July 2009 · 2 mos
Morgan Stanley & CO. Incorporated
May 2008 - February 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - February 2009 · 10 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2008 · 10 mos
Citicorp Investment ServicesBroker
May 2004 - May 2007 · 3 yrs
PFS Investments INC.Broker
March 2004 - May 2004 · 2 mos
State Registrations25 states
AZCACTDEFLGAILINKSMAMIMNMOMSNCNJNVOHOKPATNTXWAWIWV
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.