SG
SG

Sierra Gibson

3 Years of Experience
La Jolla, CA
Broker

Sierra Gibson is a registered investment advisor at MML Investors Services, LLC, based in La Jolla, CA, with 3 years of industry experience. Sierra 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

4275 Executive Square, Suite 450, La Jolla, CA, 92037

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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 Activities

Sierra is the Chief Operating Officer of Troyo Mercedes Inc, a business consulting and operations management company, since September 2023. This requires about 10-20% of Sierra's time during trading hours and about a third of her time overall.

Employment History
Current Registrations
MML Investors Services, LLC
October 2022 - Present · 3 yrs 7 mos
MML Investors Services, LLCBroker
July 2022 - Present · 3 yrs 10 mos
MML Investors Services, LLC
July 2022 - Present · 3 yrs 10 mos
State Registrations1 state
CA
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.