JM
CFP
JM
CFP

John Mckay

5 Years of Experience
Medford, MA
Broker

John Mckay is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Medford, MA, with 5 years of industry experience. John 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

Medford, MA

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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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Employment History
Current Registrations
MML Investors Services, LLC
February 2025 - Present · 1 yr 8 mos
MML Investors Services, LLC
February 2025 - Present · 1 yr 8 mos
MML Investors Services, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Franklin Distributors, LLCBroker
July 2024 - December 2024 · 5 mos
Putnam Investment Management, LLC
February 2021 - December 2024 · 3 yrs 10 mos
Putnam Retail Management Limited PartnershipBroker
November 2020 - July 2024 · 3 yrs 8 mos
State Registrations2 states
MARI
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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