Santo Dimino is a registered investment advisor at MML Investors Services, LLC, based in Lawrence, MA, with 6 years of industry experience. Santo 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
Lawrence, MA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Santo is a landlord for multiple rental properties since 2021 and a real estate agent with Advise Realty since 2022. He is also a partner in Commercial GRP, LLC and does marketing and business development for Joe Dimino Tile, dedicating minimal time to each of these activities.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
The Patriot Financial Group, LLC
Securities America, INC.Broker
State Registrations6 states
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