RO
CFP
RO
CFP

Ryan Orvis

9 Years of Experience
Shelton, CT
BrokerSells Insurance

Ryan Orvis is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Shelton, CT, with 9 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6 Corporate Drive, Shelton, CT, 06484

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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 ActivitiesSells Insurance

Ryan is an independent insurance agent selling life, fixed annuities, disability, long-term care, health, and property & casualty insurance. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
MML Investors Services, LLCBroker
January 2022 - Present · 4 yrs 9 mos
MML Investors Services, LLC
January 2022 - Present · 4 yrs 9 mos
MML Investors Services, LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Prudential Financial Planning Services
February 2019 - February 2022 · 3 yrs
Pruco Securities, LLC.Broker
August 2017 - February 2022 · 4 yrs 6 mos
State Registrations20 states
AZCACOCTDCFLMAMDMEMNNCNHNJNYOHPARISCTNVA
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.
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