NG
CFP
NG
CFP

Nicholas Greene

16 Years of Experience
East Hills, NY
BrokerSells Insurance

Nicholas Greene is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in East Hills, NY, with 16 years of industry experience. Nicholas 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

2200 Northern Blvd, Suite 200, East Hills, NY, 11548

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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

Nicholas is involved with a non-MMLIA insurance brokerage as a sales representative since 2016. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
June 2010 - March 2017 · 6 yrs 9 mos
State Registrations18 states
CACTFLGALAMAMINCNHNJNVNYORPASCTXVAVT
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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