Max Adams
Max Adams is a registered investment advisor at MML Investors Services, LLC, based in Miami, FL, with 31 years of industry experience. Max 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
4929 SW 74th Ct, Second Floor, Miami, FL, 33155
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2016Other Business ActivitiesSells Insurance
Max is involved in several outside business activities, including ownership and agency roles in American National Insurance & Financial Services and MediFinancial Services LLC, where he sells individual life and health insurance, dedicating about half his time to each. He also owns The Law Offices of Max A. Adams, ESQ. PLLC, where he practices law, spending nearly full-time hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Legacy Financial Services, INC.Broker
MML Investors Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations13 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.