Jeffery Kruszka is a registered investment advisor at MML Investors Services, LLC, based in Buffalo, NY, with 4 years of industry experience. Jeffery 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
726 Exchange St, Suite 822, Buffalo, NY, 14210
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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.
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Jeffery is a partner at Brock, Schechter & Polakoff, LLP, dedicating nearly full-time hours to trading. He is also an IAR as an independent contractor with Wealth Advisors Network, Inc. DBA BS&P Wealth Management, LLC, spending a few hours per week, and an Investment Advisor Representative with CIRA, dedicating nearly full-time hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Wealth Advisors Network, INC.
Cambridge Investment Research, INC.Broker
State Registrations13 states
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