Colleen Fitzhenry
Colleen Fitzhenry is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Amherst, NY, with 21 years of industry experience. Colleen 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 Corporate Pkwy, Suite 216N, Amherst, NY, 14226
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Colleen is a partner in WF Operations LLC, an operating entity used to pay expenses for practice acquisition. This activity requires minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations22 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.
Exams
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