AG
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Angel Gulizio

13 Years of Experience
Babylon, NY
2 DisclosuresBroker

Angel Gulizio is a registered investment advisor at MML Investors Services, LLC, based in Babylon, NY, with 13 years of industry experience. Angel 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

60 Fire Island Ave, Suite 101, Babylon, NY, 11702

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History

Regulatory History (2)
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Regulatory
July 2025
Final
Regulatory
August 2024
Final
Employment History
Current Registrations
MML Investors Services, LLC
October 2025 - Present · 7 mos
MML Investors Services, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Prudential Financial Planning Services
May 2021 - October 2024 · 3 yrs 5 mos
Pruco Securities, LLC.Broker
August 2019 - October 2024 · 5 yrs 2 mos
Nylife Securities LLCBroker
October 2017 - March 2019 · 1 yr 5 mos
Nylife Securities LLCBroker
December 2014 - December 2015 · 1 yr
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.Broker
April 2007 - October 2012 · 5 yrs 6 mos
State Registrations3 states
CTNJNY
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.
Angel Gulizio - Financial Advisor | TrueAdvisor