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Ryan Glynn

12 Years of Experience
Fort Myers, FL
1 DisclosureBrokerSells Insurance

Ryan Glynn is a registered investment advisor at MML Investors Services, LLC, based in Fort Myers, FL, with 12 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
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

6237 Presidential Court, Suite 110, Fort Myers, FL, 33919

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History

Regulatory History (1)
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Judgment / Lien
June 2015
Other Business ActivitiesSells Insurance

Ryan works with clients' attorneys on financial disclosures and builds relationships to become their advisor, dedicating a few hours per week. Ryan is also an insurance agent selling life, disability, long-term care, fixed annuities, health, and group insurance products, spending minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
November 2016 - Present · 9 yrs 6 mos
MML Investors Services, LLCBroker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2013 - November 2014 · 1 yr 3 mos
State Registrations1 state
FL
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.