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Zachary Golen

21 Years of Experience
Radnor, PA
1 DisclosureBrokerSells Insurance

Zachary Golen is a registered investment advisor at MML Investors Services, LLC, based in Radnor, PA, with 21 years of industry experience. Zachary 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.

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Location

201 King of Prussia Rd, Suite 502, Radnor, PA, 19087

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History

Regulatory History (1)
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.
Customer Dispute
March 2008
Denied
Other Business ActivitiesSells Insurance

Zachary is involved in sales of life, health, group life, and group health insurance since 2014. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
August 2012 - Present · 14 yrs 2 mos
MML Investors Services, LLCBroker
March 2005 - Present · 21 yrs 7 mos
MML Investors Services, LLC
March 2005 - Present · 21 yrs 7 mos
State Registrations36 states
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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.
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