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Andrew Todd

20 Years of Experience
Reno, NV
1 DisclosureBrokerSells Insurance

Andrew Todd is a registered investment advisor at MML Investors Services, LLC, based in Reno, NV, with 20 years of industry experience. Andrew 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

730 Sandhill Road, Suite 320, Reno, NV, 89521

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011
Denied
Other Business ActivitiesSells Insurance

Andrew refers candidates for health insurance to the Gary Morgan Agency. He also works in sales of life, health, disability, and long-term care insurance for Aspire Capital, dedicating minimal time to each activity.

Employment History
Current Registrations
MML Investors Services, LLC
December 2013 - Present · 12 yrs 5 mos
MML Investors Services, LLCBroker
July 2005 - Present · 20 yrs 10 mos
State Registrations33 states
AKAZCACOFLGAHIIAIDILKSLAMAMDMIMNMOMTNCNDNENVNYOHORSCSDTNTXUTVAWAWI
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.