Ronald Weinberg
Ronald Weinberg is a registered investment advisor at MML Investors Services, LLC, based in Ft Lauderdale, FL, with 28 years of industry experience. Ronald 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
1000 Corporate Dr, Suite 700, Radice Iii, Ft Lauderdale, FL, 33334-3637
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is the president of Wealth Coach Corp, an outside insurance business, where he sells life insurance, fixed annuities, disability, and long-term care insurance, spending a few hours per week. He also works as an agent for life settlements and is the owner of Wealth Solutions Partners LLC for pass-through compensation, dedicating minimal time to each.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Trusted Securities Advisors CORP.Broker
1st Global Capital CORP.Broker
Hornor, Townsend & Kent, INC.Broker
MML Investors Services, INC.Broker
Securities America, INC.Broker
Ascend Financial Services, INC.Broker
State Registrations27 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.