Corey Miller
Corey Miller is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 17 years of industry experience. Corey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
420 Lexington Avenue, 25th Floor, Suite 2510, New York, NY, 10170
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Customer Dispute
October 2022Other Business ActivitiesSells Insurance
Corey is an independent insurance agent since 2012, selling various insurance products and dedicating minimal time to it. Corey also owns rental real estate properties and 3S Wealth LLC for tax purposes, spending minimal time on these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Buckman, Buckman & Reid, INC.Broker
Brookstone Securities, INC.Broker
Mercer Capital LTD.Broker
John Thomas FinancialBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations36 states
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.