Sean O'rourke
Sean O'rourke is a registered investment advisor at MML Investors Services, LLC, based in Horsham, PA, with 19 years of industry experience. Sean 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
220 Gibraltar Road, Suite 350, Horsham, PA, 19044-2306
Get directionsHistory
Regulatory History (1)
Criminal
October 2010Other Business ActivitiesSells Insurance
Sean owns rental property since 2014, dedicating minimal time to it. He is also an insurance agent since 2021, selling life, health, disability, long-term care, property and casualty, and fixed annuities, dedicating minimal time to it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Wells Fargo Advisors, LLCBroker
Nylife Securities LLCBroker
Securian Financial Services, INC.Broker
State Registrations6 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.