Gregory Wachter
Gregory Wachter is a registered investment advisor at MML Investors Services, LLC, based in Shelton, CT, with 15 years of industry experience. Gregory 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6 Corporate Drive, Shelton, CT, 06484
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Regulatory History (1)
Criminal
September 2009Other Business ActivitiesSells Insurance
Gregory is an independent insurance agent for GW Life LLC since 2012, selling life, accident, health, and property & casualty insurance, and also sells life insurance, disability, LTC, fixed annuity and health insurance as an independent agent since 2022, dedicating a few hours per week to this. He is also the owner of Barnum Inforce Insights, a software consulting firm for financial advisors, and founder and board member of CJA Foundation.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Securities INC.Broker
State Registrations4 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.
Exams
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