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Zakary Cianciolo

12 Years of Experience
Southbury, CT
BrokerSells Insurance

Zakary Cianciolo is a registered investment advisor at MML Investors Services, LLC, based in Southbury, CT, with 12 years of industry experience. Zakary 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

555 Heritage Rd, Ste 204, Southbury, CT, 06488

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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

Zakary is an agent for individual life, group health, and disability insurance since 2019, dedicating minimal time to this. He is also a silent partner in C&C Management LLC (restaurant/bar) and co-owner of C&C Holdings Group LLC (restaurant/bar), and a financial advisor for Wealth Building, LLC.

Employment History
Current Registrations
MML Investors Services, LLC
July 2020 - Present · 5 yrs 10 mos
MML Investors Services, LLC
April 2015 - Present · 11 yrs 1 mo
MML Investors Services, LLCBroker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
December 2013 - March 2015 · 1 yr 3 mos
State Registrations15 states
CACOCTDEFLGAMANCNDNHNJNYPASCVT
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.