Morgan Stanley
47yrs
Top advisor by experience in New York
39yrs
W Schmidt is a fiduciary financial advisor in New York, New York, with 39 years in the industry. W joined MML Investors Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 3% by experience in New York
Office622 3rd Avenue Suite 900, New York, NY 10017
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?2 states
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMML Investors Services, LLCCurrent firm
Contact W Keith
(413) 226-0000Firm headquarters in Springfield, MA. Ask for W Keith. 622 3rd Avenue Suite 900New York, NY 10017Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask W Keith
Tailored to W Keith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About W Keith
How do I contact W Keith?
Call MML Investors Services at (413) 226-0000 and ask for W Schmidt. W Keith works from the New York, NY office.
How long has W Keith been a financial advisor?
W Keith has been in the industry since 1987, about 39 years. Top 3% by experience in New York.
What licenses does W Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is W Keith a fiduciary?
W Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is W Keith paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask W Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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