Wells Fargo Advisors
47yrs
Top advisor by experience in Glastonbury
25yrs
Based in Glastonbury, Connecticut, Marc Markovitz is a fiduciary financial advisor with 25 years of industry experience. Marc has been with MML Investors Services since 2017; before that, Marc spent nine years at MSI Financial Services. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 373 advisors with offices in Glastonbury, and one of 350 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 71% of advisors nationwide
Office45 Glastonbury Boulevard 1st Floor, Glastonbury, CT 06033
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 ?1 state
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
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2008 – 2017MSI Financial Services, Inc.Previously
Contact Marc
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Marc. 45 Glastonbury Boulevard 1st FloorGlastonbury, CT 06033Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Marc
Tailored to Marc’s registration and firm.
- 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 Marc
How do I contact Marc?
Call MML Investors Services at (413) 226-0000 and ask for Marc Markovitz. Marc works from the Glastonbury, CT office.
How long has Marc been a financial advisor?
Marc has been in the industry since 2001, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Marc hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marc a fiduciary?
Marc is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marc paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Marc 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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