William Laury
William Laury is a registered investment advisor at MML Investors Services, LLC, based in Radnor, PA, with 15 years of industry experience. William 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
201 King of Prussia Road, Suite 501, Radnor, PA, 19087
Get directionsHistory
Regulatory History (7)
Customer Dispute
September 2025Customer Dispute
September 2025Customer Dispute
August 2025Customer Dispute
August 2024Customer Dispute
January 2024Customer Dispute
April 2023Employment Separation After Allegations
March 2008Other Business ActivitiesSells Insurance
William may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also serves as Treasurer for Forum Onyx, owns Tres Holdings LLC, works as a part-time assistant tennis coach, and owns investment property.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Vanguard Marketing CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.