Rodd Mcminn
Rodd Mcminn is a registered investment advisor at MML Investors Services, LLC, based in Amherst, NY, with 32 years of industry experience. Rodd 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
65 Bryant Woods South, Amherst, NY, 14228
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2022Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Rodd is a partner in 65 Bryant Woods South LLC, a real estate venture, and has been since 2003. Rodd is also an agent for life, accident, and health insurance since 1993, dedicating minimal time to this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Ws Griffith Securities, INC.Broker
State Registrations29 states
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.