HM
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Hakop Mavyan

16 Years of Experience
Glendale, CA
BrokerSells Insurance

Hakop Mavyan is a registered investment advisor at MML Investors Services, LLC, based in Glendale, CA, with 16 years of industry experience. Hakop 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

500 N Brand Blvd., Suite 2000, Glendale, CA, 91203

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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

Hakop owns Merlin Financial LTD, where he sells life, disability, equity fixed life, and fixed annuities, dedicating a few hours per week. He also serves as an Audit Committee Commissioner for the City of Glendale, dedicating minimal time, and facilitates life settlements.

Employment History
Current Registrations
MML Investors Services, LLC
October 2024 - Present · 1 yr 7 mos
MML Investors Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Park Avenue Securities LLC
October 2020 - April 2024 · 3 yrs 6 mos
Park Avenue Securities LLCBroker
October 2020 - April 2024 · 3 yrs 6 mos
Eagle Strategies LLC
February 2020 - August 2020 · 6 mos
Nylife Securities LLCBroker
July 2009 - August 2020 · 11 yrs 1 mo
State Registrations3 states
CADCMD
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.