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Ayinde Shepherd

19 Years of Experience
Springfield, MA
Broker

Ayinde Shepherd is a registered investment advisor at MML Investors Services, LLC, based in Springfield, MA, with 19 years of industry experience. Ayinde 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

1295 State Street, Springfield, MA, 01111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ayinde owns and manages two rental properties. One property is a 3-unit building managed by a property manager, while the other involves building maintenance, taking a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
July 2023 - Present · 3 yrs
MML Investors Services, LLC
July 2023 - Present · 3 yrs
MML Investors Services, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Santander Securities
December 2018 - July 2023 · 4 yrs 7 mos
Santander Securities LLCBroker
November 2018 - July 2023 · 4 yrs 8 mos
Citizens Securities, INC.
January 2018 - November 2018 · 10 mos
Citizens Securities, INC.Broker
January 2018 - November 2018 · 10 mos
Nylife Securities LLCBroker
September 2017 - January 2018 · 4 mos
Ameriprise Financial Services, INC.
October 2016 - August 2017 · 10 mos
Ameriprise Financial Services, INC.Broker
October 2011 - August 2017 · 5 yrs 10 mos
Cco Investment Services CORP.Broker
July 2008 - February 2011 · 2 yrs 7 mos
Metlife Securities INC.Broker
November 2005 - March 2008 · 2 yrs 4 mos
New England SecuritiesBroker
November 2005 - March 2008 · 2 yrs 4 mos
Tower Square Securities, INC.Broker
November 2005 - March 2008 · 2 yrs 4 mos
Walnut Street Securities, INC.Broker
November 2005 - March 2008 · 2 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - July 2007 · 1 yr 8 mos
State Registrations2 states
CTMA
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.
Ayinde Shepherd - Financial Advisor | TrueAdvisor