Leon Almeida
Leon Almeida is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Paramus, NJ, with 16 years of industry experience. Leon 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
61 So Paramus Rd, 5th Floor Suite 575, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Leon sells life, health, and property & casualty insurance, dedicating minimal time to these activities. He also invests in and owns real estate, spending a few hours per week on this endeavor, and sells fixed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
David Lerner Associates, INC.Broker
State Registrations22 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.