MZ
MZ

Marzana Zaman

16 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Marzana Zaman is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 16 years of industry experience. Marzana 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.

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Location

420 Lexington Avenue, 25th Floor, Suite 2510, New York, NY, 10170

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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.
Employment Separation After Allegations
August 2013
Other Business ActivitiesSells Insurance

Marzana is an insurance agent since May 2025, selling life, disability, long-term care, fixed annuities, and health insurance. This activity requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2024 - Present · 2 yrs 4 mos
MML Investors Services, LLC
March 2024 - Present · 2 yrs 4 mos
MML Investors Services, LLC
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
August 2022 - March 2024 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
August 2022 - March 2024 · 1 yr 7 mos
Santander Securities LLCBroker
September 2013 - August 2022 · 8 yrs 11 mos
Santander Securities
September 2013 - August 2022 · 8 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - August 2013 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2013 · 10 mos
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
December 2009 - October 2012 · 2 yrs 10 mos
State Registrations6 states
CTFLNCNJNYTX
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.
Marzana Zaman - Financial Advisor | TrueAdvisor