EK
EK
Edward Kerschner
8 Years of Experience
Newtown Square, PA
1 DisclosureBroker
Edward Kerschner is a registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 8 years of industry experience. Edward 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
16 Campus Blvd, Suite 200, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (1)
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Criminal
September 2011Final Disposition
Employment History
Current Registrations
MML Investors Services, LLC
April 2025 - Present · 1 yr 6 mos
MML Investors Services, LLC
February 2025 - Present · 1 yr 8 mos
MML Investors Services, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - March 2023 · 6 yrs
Msi Financial Services, INC.Broker
July 2016 - March 2017 · 8 mos
Metlife Securities, INCBroker
June 2016 - July 2016 · 1 mo
State Registrations12 states
ALCTDCDEFLMAMDNJNYOHPASC
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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