Mandeep Singh
Mandeep Singh is a registered investment advisor at MML Investors Services, LLC, based in Mechanicsburg, PA, with 7 years of industry experience. Mandeep 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
100 Sterling Parkway, Suite 306, Mechanicsburg, PA, 17050
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Regulatory History (1)
Financial
March 2024Other Business Activities
Mandeep is the Owner/Member of Singh Retail, LLC, an e-commerce business, since 2020. He manages the business and performs product analysis, dedicating about 10-20% of his time to this uncompensated activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.