Peter Kelley is a registered investment advisor at MML Investors Services, LLC, based in Falmouth, ME, with 2 years of industry experience. Peter 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
75 Leighton Road, Bldg 3, Falmouth, ME, 04105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter works as an Operations Manager at TideSmart, an experiential and health marketing company, since January 2022. This is a full-time commitment, involving managing and tracking tours around North America.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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