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Gaston Torre

12 Years of Experience
Vancouver, WA
BrokerSells Insurance

Gaston Torre is a registered investment advisor at MML Investors Services, LLC, based in Vancouver, WA, with 12 years of industry experience. Gaston 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

1220 Main St, Suite 400, Vancouver, WA, 98660

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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

Gaston is an agent for individual life and fixed annuities since 2019, dedicating a few hours per week to this activity. He is also a partner in DLTB, conducting wealth strategies business, which takes about 10-20% of his time.

Employment History
Current Registrations
MML Investors Services, LLC
July 2017 - Present · 8 yrs 10 mos
MML Investors Services, LLC
February 2017 - Present · 9 yrs 3 mos
MML Investors Services, LLCBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Nylife Securities LLCBroker
December 2013 - February 2017 · 3 yrs 2 mos
State Registrations18 states
AZCACOFLHIIDMAMIMONCNMNVNYORSDTXUTWA
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.
Gaston Torre - Financial Advisor | TrueAdvisor