Daniel Solazzo
Daniel Solazzo is a registered investment advisor at MML Investors Services, LLC, based in Elmsford, NY, with 8 years of industry experience. Daniel 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
565 Taxter Road Suite 625 6th Floor, Elmsford, NY, 10523
Get directionsHistory
Regulatory History (1)
Criminal
November 2013Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling life, disability, fixed annuities, and health insurance, dedicating minimal time to this. He also coaches youth lacrosse and is a partner in Taxter Advisory LLC, which is a pass-through account for business expenses.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations47 states
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.