BS
BS

Branden Schiralli

21 Years of Experience
North Palm Beach, FL
BrokerSells Insurance

Branden Schiralli is a registered investment advisor at MML Investors Services, LLC, based in North Palm Beach, FL, with 21 years of industry experience. Branden 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.

Loading...

Location

701 U.S. Hwy 1, Suite 401, North Palm Beach, FL, 33408

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Branden is an insurance broker for South Florida Financial Services, selling life and health insurance products, dedicating a few hours per week. He also owns Generational Wealth LLC for business compensation and is the president of Cardinal Newman High School's Crusaders Varsity Club, spending minimal time on each.

Employment History
Current Registrations
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.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
January 2008 - January 2015 · 7 yrs
New England SecuritiesBroker
October 2005 - January 2015 · 9 yrs 3 mos
Metlife Securities INC.Broker
January 2005 - September 2005 · 8 mos
Metropolitan Life Insurance CompanyBroker
January 2005 - September 2005 · 8 mos
State Registrations20 states
ALCOFLGAILINKYMAMDMEMINCNJNYPRSCSDTNTXVA
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.
Branden Schiralli - Financial Advisor | TrueAdvisor