CA
CA

Christopher Acheson

22 Years of Experience
East Hills, NY
BrokerSells Insurance

Christopher Acheson is a registered investment advisor at MML Investors Services, LLC, based in East Hills, NY, with 22 years of industry experience. Christopher 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

2200 Northern Blvd, Suite 200, East Hills, NY, 11548

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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

Christopher owns multiple rental properties and is a football official, dedicating minimal time to each. He also works in sales for Acheson Group Inc., selling individual and group life/health insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
October 2017 - Present · 8 yrs 11 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 6 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
March 2005 - January 2015 · 9 yrs 10 mos
Signator Investors, INC.Broker
February 2004 - March 2005 · 1 yr 1 mo
State Registrations23 states
AZCACOCTFLGAILINMAMDMENCNJNMNVNYPARISCTXVAVTWA
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.
Christopher Acheson - Financial Advisor | TrueAdvisor