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Bryan Bonisteel

18 Years of Experience
Rochester, NY
1 DisclosureBroker

Bryan Bonisteel is a registered investment advisor at MML Investors Services, LLC, based in Rochester, NY, with 18 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

400 Meridian Centre, Suite 101, Rochester, NY, 14618

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 1993
Final Disposition
Other Business Activities

Bryan is a board member for VOYA Advisory Board, discussing 401K practices, and an official for Rush Henrietta Travel Soccer. These activities require minimal time each month.

Employment History
Current Registrations
MML Investors Services, LLCBroker
November 2023 - Present · 2 yrs 11 mos
MML Investors Services, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
December 2021 - November 2023 · 1 yr 11 mos
Cambridge Investment Research Advisors, INC.
December 2021 - November 2023 · 1 yr 11 mos
MML Investors Services, LLC
August 2017 - December 2021 · 4 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - December 2021 · 4 yrs 9 mos
Msi Financial Services, INC.Broker
February 2010 - March 2017 · 7 yrs 1 mo
Uvest Financial Services Group, INC.Broker
July 2007 - July 2009 · 2 yrs
State Registrations15 states
CACODEFLGAMAMINCNJNYOHPASCTXVA
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.
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