Shad Reynolds
Shad Reynolds is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Atlanta, GA, with 27 years of industry experience. Shad 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
7000 Peachtree Dunwoody Road, Bldg 12 Suite 200, Atlanta, GA, 30328
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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
Shad is a partner at RR Tax Professionals, an agent at RRPCC selling insurance, and has ownership stakes in multiple real estate and business ventures including P Cubed Properties, The Triple P Farm, RR Real Estate Company, Reynolds & Reynolds Financial Partners, LLC, and The Reynolds Holding Company, LLC. Shad dedicates about a quarter of his time to Reynolds & Reynolds Financial Partners, LLC, focusing on financial planning, investments, and insurance needs.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
United Services Planning Association, INC.Broker
State Registrations1 state
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.