VT
ChFC
VT
ChFC

Vincent Trimarco

9 Years of Experience
New York, NY
BrokerSells Insurance

Vincent Trimarco is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 9 years of industry experience. Vincent 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

90 Park Ave, 18th Floor, New York, NY, 10016

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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

Vincent is an insurance agent selling life and health insurance since 2015. He spends a few hours per week on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 4 mos
MML Investors Services, LLC
February 2017 - Present · 9 yrs 8 mos
MML Investors Services, LLCBroker
February 2017 - Present · 9 yrs 8 mos
State Registrations13 states
CACOCTFLILMAMDNHNJNYPASCTX
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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