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Gerard Ransing

35 Years of Experience
Rockville, MD
BrokerSells Insurance

Gerard Ransing is a registered investment advisor at MML Investors Services, LLC, based in Rockville, MD, with 35 years of industry experience. Gerard 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

530 Gaither Road, Suite 350, Rockville, MD, 20850

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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

Gerard is an independent insurance agent selling fixed annuities since 2003. This takes minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
June 2014 - March 2017 · 2 yrs 9 mos
New England Securities Corporation
July 1999 - January 2015 · 15 yrs 6 mos
New England SecuritiesBroker
October 1992 - January 2015 · 22 yrs 3 mos
Lincoln Investment Planning, INC.Broker
September 1991 - September 1992 · 1 yr
New England SecuritiesBroker
December 1989 - June 1991 · 1 yr 6 mos
State Registrations24 states
AZCACOCTDCDEFLGAHIILINMAMDMNNCNJNYORPASCTXVAWIWV
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.