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Ian Ruderman

38 Years of Experience
Wall Township, NJ
BrokerSells Insurance

Ian Ruderman is a registered investment advisor at MML Investors Services, LLC, based in Wall Township, NJ, with 38 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.

For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.

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Location

1305 Campus Parkway, Wall Township, NJ, 07753

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ian is a partner in a whisky event and review company, a professional musician, and a partner in a distillery. He also owns an outside insurance business, presides over a college alumni board, and dedicates a few hours per week to each of these activities.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
September 2013 - March 2017 · 3 yrs 6 mos
New England Securities Corporation
September 2010 - January 2015 · 4 yrs 4 mos
New England SecuritiesBroker
October 2009 - January 2015 · 5 yrs 3 mos
First Investors CorporationBroker
October 1987 - October 2009 · 22 yrs
State Registrations4 states
FLNJNYPA
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.