Kuldeep Madan
Kuldeep Madan is a registered investment advisor at MML Investors Services, LLC, based in Long Island City, NY, with 12 years of industry experience. Kuldeep 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
28-07 Jackson Ave, Suite 15137, Long Island City, NY, 11101
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Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Kuldeep is an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance, dedicating a few hours per week. He also manages a heavy equipment rental business and is a passive member of a real estate holding company, and works as a consultant about 10-20% of his time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Nylife Securities LLCBroker
State Registrations32 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.