Justin Manfredo
Justin Manfredo is a registered investment advisor at MML Investors Services, LLC, based in Huntington, NY, with 17 years of industry experience. Justin 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
263 Main St, 3rd Floor, Huntington, NY, 11743
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2016Other Business ActivitiesSells Insurance
Justin is an insurance broker selling life insurance, fixed annuities, disability, long-term care, and health insurance since 2017, dedicating minimal time to this activity. He is also the principal/founder of Life Legacy Concepts Inc., managing the practice and working with clients, which takes nearly full-time hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.Broker
State Registrations16 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.