Ricardo
Reyes

Mml Investors Services, LLC

CRD#5999412
Investment Advisor
in Iselin, NJ

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About this Advisor

Ricardo Reyes is a financial advisor who works in Iselin, New Jersey. Reyes is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at National Securities Corp, Dodge Data & Analytics, Altus Global Solution, Interface, Guardme Security, Merrill Lynch, Pierce, Fenner & Smith Inc, Mass Mutual Life Insurance Company, Mml Investors Services LLC and Alchemer. Reyes holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in New Jersey. Mml Investors Services, LLC is an advisory company headquartered in Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 people on staff. It handles $59 billion in assets between its 326,297 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 447 charitable organizations. The firm offers a broad 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees charged by Mml Investors Services, LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

Office Location

186 Wood Ave S Suite 301
Iselin, NJ 08830

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NJ Average: 118
Total Number of Accounts

326,297

NJ Average: 4,567
Average Account Size

$180,164

NJ Average: $3,506,186

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

Ricardo Reyes Work History

Ricardo has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Mass Mutual Life Insurance Company

2023 - Present (1 year)

Mml Investors Services LLC

2022 - 2022 (< 1 year)

Alchemer

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2018 (< 1 year)

National Securities Corp

2015 - 2018 (3 years)

Dodge Data & Analytics

2014 - 2015 (1 year)

Altus Global Solution

2014 - 2014 (< 1 year)

Interface

2013 - 2014 (1 year)

Guardme Security

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ricardo Reyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Michael Everritt
Tampa, FL
Tracy Brown
Austin, TX
Stephen Bishop
Bethlehem, PA
Brady Murray
Lehi, UT
Brent Henig
Greenvale, NY
James Moore
Atlanta, GA
Robert Ahrendt
Seattle, WA
Patrick Thuecks
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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