RM
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Ronald Millar

27 Years of Experience
Weston, FL
2 DisclosuresBrokerSells Insurance

Ronald Millar is a registered investment advisor at MML Investors Services, LLC, based in Weston, FL, with 27 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
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

Weston, FL

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History

Regulatory History (2)
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Customer Dispute
June 2022
Denied
Customer Dispute
July 2007
Settled
Other Business ActivitiesSells Insurance

Ronald is involved in outside insurance sales as an agent since 2018, selling various insurance products and dedicating minimal time to this activity. Ronald also owns a simple rental property and is the owner of an LLC for pass-through compensation.

Employment History
Current Registrations
MML Investors Services, LLC
March 2018 - Present · 8 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 6 mos
Previous Registrations
Msi Financial Services, INC.Broker
June 1998 - March 2017 · 18 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 1998 - July 2007 · 9 yrs 1 mo
State Registrations14 states
AZCACOFLGAILINKYMONVSCTNTXWI
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.