Ana
Reid

Mml Investors Services, LLC

CRD#2775371
Investment Advisor
in Springfield, MA

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About this Advisor

Ana Reid is a financial advisor operating out of Springfield, Massachusetts, who has 10 years of financial industry experience. Reid is an employee of Mml Investors Services, LLC. Over the course of their career, Reid has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Mass Mutual and Mml Investors Services, LLC. Reid maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Mml Investors Services, LLC is a business based out of Springfield, Massachusetts. It has offices in 1,155 locations and a total of 7,620 financial advisors. It has $63 billion in total assets among its 287,089 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 384 charitable organizations. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which service is provided. Fee types charged by Mml Investors Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1295 State Street
Springfield, MA 01111

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

MA Average: $16,012,751,954
Total Number of Employees

7,620

MA Average: 118
Total Number of Accounts

287,089

MA Average: 4,567
Average Account Size

$219,257

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ana Reid Work History

Ana has 10 years of experience.

2020 - Present (3 years)

Mass Mutual

2020 - Present (3 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2020 (8 years)

Wells Fargo Advisors LLC

Disclosures

Ana Reid has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kevin Hardee
Hernando, MS
Andrew Stauff
Minneapolis, MN
Cesar Canizalez
San Antonio, TX
Pedro Lugo
Orlando, FL
Rakesh Budhram
Ozone Park, NY
Richard Levy
Indianapolis, IN
Vincent Vaghi
Bethesda, MD
Coleman Barron
Memphis, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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