BD
BD

Benjamin Dubinski

16 Years of Experience
Bethel, CT
1 DisclosureBrokerSells Insurance

Benjamin Dubinski is a registered investment advisor at MML Investors Services, LLC, based in Bethel, CT, with 16 years of industry experience. Benjamin 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.

Loading...

Location

2 Stony Hill Road, Suite 208, Bethel, CT, 06801

Get directions

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
September 2009
Final Disposition
Other Business ActivitiesSells Insurance

Benjamin works as an insurance broker, consulting and selling Medicare health insurance plans since 2022. This takes a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
April 2022 - Present · 4 yrs 1 mo
MML Investors Services, LLC
March 2022 - Present · 4 yrs 2 mos
MML Investors Services, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2021 - October 2021 · 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2015 - October 2021 · 6 yrs
MML Investors Services, LLCBroker
March 2011 - September 2015 · 4 yrs 6 mos
MML Investors Services, INC.Broker
April 2009 - August 2010 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
April 2008 - March 2009 · 11 mos
State Registrations2 states
CTNY
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.