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VERIFIEDGabriel Bustamante
MassMutual
11555 Heron Bay Boulevard
Suite 200
Coral Springs, FL 33076
954-594-4364
About MassMutual
MassMutual is a mutual company. That means we don't have shareholders. And we're not in business to satisfy Wall Street analysts. We operate for the benefit of our members, policyowners, and customers. By putting their long-term interests first, we've shown that looking out for each other pays off, time and again. The proof is in our financial strength ratings 1, among the highest of any company in any industry.
See Disclosures
General Information
Firm Start Year
CRD#
5264619
Firm CRD#
10409
Insurance License#
p081221
States Licensed in
FL, TX, PA, NJ, NC, SC, CT, MA
Years of Experience in Financial Services
18
Number of Years with Current Firm
18
Work Experience
I have been an advisor since February 2007 with MetLife financial services until July of 2016. Since July of 2016 the advisors all moved to MassMutual, and I have been here since then.
Work with the following types of clients
Individual Investors, Businesses
Foreign Languages Serviced
Spanish
Advisory Services Provided
Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Services
Investment Types
Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance
Can meet clients in the following ways
Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 63, Series 6, Series 65
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Firm Information
Advisor's Number of Clients
500
Advisor's Number of Managed Clients
20
Advisor's Number of Planning Clients
25
Assets Managed by Advisor
$5000000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1%
Minimum Fee Charged for Managed Accounts
$1000
Minimum Fee Charged for Hourly Planning Accounts
$1000
Education
Business Administration - Business
Florida Atlantic University
8/10/2000 -02/24/2005
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893110/retirementplanning-MassMutual-detailed-disclosure.html