SB
SB

Sean Biolsi

6 Years of Experience
New York, NY
Broker

Sean Biolsi is a registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 6 years of industry experience. Sean 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

2 Park Avenue, 11th 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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Employment History
Current Registrations
MML Investors Services, LLC
July 2024 - Present · 2 yrs
MML Investors Services, LLC
July 2024 - Present · 2 yrs
MML Investors Services, LLCBroker
July 2024 - Present · 2 yrs
Previous Registrations
Morgan Stanley
March 2022 - July 2024 · 2 yrs 4 mos
Morgan StanleyBroker
April 2019 - July 2024 · 5 yrs 3 mos
State Registrations1 state
NY
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.
Sean Biolsi - Financial Advisor | TrueAdvisor