Ryan Woolhiser is a CFA-designated registered investment advisor at MML Investors Services, LLC, based in Austin, TX, with 17 years of industry experience. Ryan 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
317 Grace Lane, Suite 250, Austin, TX, 78746
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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.
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Ryan owns residential real estate used for Airbnb rental, dedicating minimal time to maintaining the property and listing. He also owns Woolhiser Financial LLC, an entity established for 1099 income, spending minimal time on it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
City National Rochdale
Cnr Securities, LLCBroker
Invesco Distributors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Chase Investment Services CORP.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations23 states
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