Ameriprise Financial Services
44yrs
Top advisor by experience in Saddle Brook
15yrs
Mark Weinstock
Financial advisor at MML Investors Services
Mark Weinstock is a fiduciary financial advisor in Saddle Brook, New Jersey, with 15 years in the industry. Mark joined MML Investors Services in 2024, 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 109 advisors with offices in Saddle Brook, and one of 97 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office250 Pehle Ave Suite 405, Saddle Brook, NJ 07663
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
- 2024 – nowMML Investors Services, LLCCurrent firm
Contact Mark
Local office(973) 237-4348Ask for Mark. (413) 226-0000Main office · Springfield, MA 250 Pehle Ave Suite 405Saddle Brook, NJ 07663Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Mark
Tailored to Mark’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Mark’s local office at (973) 237-4348 or the MML Investors Services main office at (413) 226-0000, and ask for Mark Weinstock.
How long has Mark been a financial advisor?
Mark has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark 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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