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Bryan Smith

11 Years of Experience
Houston, TX
1 DisclosureBroker

Bryan Smith is a registered investment advisor at MML Investors Services, LLC, based in Houston, TX, with 11 years of industry experience. Bryan 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

Three Greenway Plaza, Suite 1500, Houston, TX, 77046

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History

Regulatory History (1)
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Customer Dispute
May 2025
Denied
Other Business Activities

Bryan serves as Board Secretary for Brazos Valley Guardianship Services, spending minimal time. He also serves as a Board Member for Be An Angel, dedicating minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
February 2020 - Present · 6 yrs 7 mos
MML Investors Services, LLCBroker
October 2016 - Present · 9 yrs 11 mos
Previous Registrations
AXA Advisors, LLCBroker
April 2014 - October 2016 · 2 yrs 6 mos
State Registrations8 states
CACOGAMANJTXVAWA
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.
Bryan Smith - Financial Advisor | TrueAdvisor