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CFP · ChFC
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CFP · ChFC

Thomas Yannetti

5 Years of Experience
Tampa, FL
BrokerSells Insurance

Thomas Yannetti is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Tampa, FL, with 5 years of industry experience. Thomas 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

5321 Memorial Hwy, Tampa, FL, 33634

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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 ActivitiesSells Insurance

Thomas is an insurance broker since 2021, selling life, disability, equity fixed life, long-term care, fixed annuities, and health insurance. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
February 2021 - Present · 5 yrs 8 mos
MML Investors Services, LLCBroker
December 2020 - Present · 5 yrs 10 mos
State Registrations23 states
CACOCTDCFLGAILINMAMEMSNCNJNYOHPASCTNTXUTVAWAWI
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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