MD
ChFC
MD
ChFC

Matthew Douce

13 Years of Experience
Orlando, FL
Broker

Matthew Douce is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Orlando, FL, with 13 years of industry experience. Matthew 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

301 East Pine Street, Suite 800, Orlando, FL, 32801

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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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Employment History
Current Registrations
MML Investors Services, LLC
December 2019 - Present · 6 yrs 5 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.Broker
June 2015 - March 2017 · 1 yr 9 mos
Allstate Financial Services, LLCBroker
November 2013 - December 2014 · 1 yr 1 mo
Signator Investors, INC.Broker
February 2013 - August 2013 · 6 mos
Metlife Securities INC.Broker
February 2011 - September 2012 · 1 yr 7 mos
State Registrations2 states
FLNC
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.
Matthew Douce - Financial Advisor | TrueAdvisor