SS
CFP
SS
CFP

Sajal Shrestha

12 Years of Experience
Chesterfield, MO
BrokerSells Insurance

Sajal Shrestha is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Chesterfield, MO, with 12 years of industry experience. Sajal 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

16150 Main Circle Drive, Suite 400, Chesterfield, MO, 63017

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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

Sajal is involved in outside fixed life insurance, property/casualty insurance, health insurance, and group life/health insurance, dedicating minimal time. He also serves on the board of the Asian American Chamber of Commerce and works as a mortgage loan originator.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
July 2014 - March 2017 · 2 yrs 8 mos
Country Capital Management CompanyBroker
February 2014 - June 2014 · 4 mos
State Registrations9 states
CAGAILMONCNYORVAWA
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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