VP
VP

Vincent Pace

20 Years of Experience
Warren, NJ
BrokerSells Insurance

Vincent Pace is a registered investment advisor at MML Investors Services, LLC, based in Warren, NJ, with 20 years of industry experience. Vincent 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

25 Independence Boulevard, Suite 200, 2nd floor, Warren, NJ, 07059

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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

Vincent is an agent at TVP LLC, a non-MMLIA insurance brokerage, since 2005. He spends about 10-20% of his time on this, including a few hours per week during securities trading hours, selling individual life, property/casualty, health, group life, and group health insurance.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.
March 2015 - March 2017 · 2 yrs
Msi Financial Services, INC.Broker
April 2005 - March 2017 · 11 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
April 2005 - July 2007 · 2 yrs 3 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Vincent Pace - Financial Advisor | TrueAdvisor