JD
JD
Joshua Delong
1 Year of Experience
Charleston, SC
1 DisclosureBroker
Joshua Delong is a registered investment advisor at MML Investors Services, LLC, based in Charleston, SC, with 1 years of industry experience. Joshua 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.
Loading...
Location
40 Calhoun Street, Suite 310, Charleston, SC, 29401
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 2020Final Disposition
Employment History
Current Registrations
MML Investors Services, LLC
August 2026 - Present · 2 mos
MML Investors Services, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
Park Avenue Securities LLC
May 2026 - July 2026 · 2 mos
Park Avenue Securities LLCBroker
October 2025 - July 2026 · 9 mos
Nylife Securities LLCBroker
January 2025 - September 2025 · 8 mos
State Registrations2 states
NCSC
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.
More Advisors
- Nicholas Jones, CFP, ChFCMML Investors Services, LLC
- Brian Anderson, CFPMML Investors Services, LLC
- Michael LeonardMML Investors Services, LLC
- Brandon WilsonMML Investors Services, LLC
- Brannigan Beam, CFP, ChFCMML Investors Services, LLC
- Michael Huskey, CFPMML Investors Services, LLC