Kevin Grant is a registered investment advisor at MML Investors Services, LLC, based in Wilbraham, MA, with 3 years of industry experience. Kevin 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
Wilbraham, 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.
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Kevin is a Petty Officer First Class in the United States Navy Reserve, focusing on weaponry, ammunition, and boat operations, dedicating nearly full-time hours to this role. Kevin also serves as a FINRA arbitrator, spending minimal time on dispute resolution between investors, brokerage firms, and their registered employees.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
State Registrations2 states
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