Alejandro Mendieta
Alejandro Mendieta is a registered investment advisor at MML Investors Services, LLC, based in Ft Lauderdale, FL, with 19 years of industry experience. Alejandro 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1000 Corporate Dr, Suite 700, Radice Iii, Ft Lauderdale, FL, 33334-3637
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2013Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Alejandro has ownership in Strategic Advisor Alliance LLC, a company used for business and marketing expenses, and dedicates minimal time to it. He also works as a sales agent for life, health, and fixed insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations5 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.