SS
CFP
SS
CFP

Sarah Santeufemio

18 Years of Experience
Hunt Valley, MD
BrokerSells Insurance

Sarah Santeufemio is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Hunt Valley, MD, with 18 years of industry experience. Sarah 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

11350 Mccormick Road, Executive Plaza Iv, Suite 200, Hunt Valley, MD, 21031

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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

Sarah sells individual life, health, group life, group health, long-term care, disability insurance, and fixed annuities for various carriers. This activity takes minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
November 2018 - Present · 7 yrs 11 mos
MML Investors Services, LLC
August 2018 - Present · 8 yrs 2 mos
MML Investors Services, LLCBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Eagle Strategies LLC
October 2017 - August 2018 · 10 mos
Nylife Securities LLCBroker
October 2017 - August 2018 · 10 mos
PNC Investments
January 2014 - October 2017 · 3 yrs 9 mos
PNC InvestmentsBroker
January 2014 - October 2017 · 3 yrs 9 mos
Metlife Securities INC.
June 2012 - January 2014 · 1 yr 7 mos
Metlife Securities INC.Broker
July 2008 - January 2014 · 5 yrs 6 mos
State Registrations13 states
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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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