Ryan
Platt

Mml Investors Services, LLC

CRD#2777343
Investment Advisor
in Charlotte, NC
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About this Advisor

Ryan Platt is an investment advisor located in Charlotte, North Carolina. Currently a registered advisor with Mml Investors Services, LLC, they have accrued 14 years of professional experience as a financial advisor. Platt maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Platt is able to serve investors in North Carolina and Texas. The advisor has gained experience at Massmutual and Mml Investor Services Inc. Mml Investors Services, LLC is located in Charlotte, North Carolina, and has 1,335 brick-and-mortar locations in the nation. In total, Mml Investors Services, LLC oversees $29 billion in assets dispersed across 238,365 accounts and employs more than 8,095 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC offers 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. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

14 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

101 N. Mcdowell Street Suite 120
Charlotte, NC 28204

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

NC Average: 118
Total Number of Accounts

238,365

NC Average: 4,567
Average Account Size

$120,232

NC 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

Ryan Platt Work History

Ryan has 14 years of experience.

2004 - Present (15 years)

Massmutual

2004 - Present (15 years)

Mml Investor Services Inc

Disclosures

Ryan Platt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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