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Sheri Delisle
19 Years of Experience
Cape Coral, FL
1 DisclosureBroker
Sheri Delisle is a registered investment advisor at MML Investors Services, LLC, based in Cape Coral, FL, with 19 years of industry experience. Sheri 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
Cape Coral, FL
Get directionsHistory
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.
Customer Dispute
May 2013Settled
Employment History
Current Registrations
MML Investors Services, LLC
April 2022 - Present · 4 yrs 6 mos
MML Investors Services, LLCBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Infinex Investments, INC.Broker
April 2017 - December 2019 · 2 yrs 8 mos
Santander Securities LLCBroker
February 2015 - April 2017 · 2 yrs 2 mos
Pruco Securities, LLC.Broker
September 2007 - February 2015 · 7 yrs 5 mos
State Registrations25 states
CACOCTDCFLGAIDILINMAMDMEMNNHNJNVNYOHPARISCTXVAVTWA
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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