Shad Clinton Reynolds

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → Present
  Massmutual Life Insurance Company
  Atlanta, GA
• 04/2008 → Present
  Mml Investors Services, Llc
  Atlanta, GA

Previous Registrations

• 2007-07-20 → 2008-03-24
  Eagle Strategies Llc
  Atlanta, GA
• 2003-02-24 → 2007-01-22
  First Command Brokerage Services, Inc.
  San Diego, CA
• 2004-04-12 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

(1) NAME: NAME: RR TAX PROFESSIONALS, LLC, INV REL: Y ADD: AT RESIDENTIAL ADDRESS, NATURE: TAX PLANNING/PREPARATION, POSITION: GENERAL MANAGER, DATE: 10/15/2025, NO HRS/MO: 8, NO HRS/MO TRADING TIME: 0. (2) NAME: RRPCC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP HEALTH, POSITION: AGENT START DATE: 1/12/16 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0. (3) NAME: P CUBED PROPERTIES INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REALTOR/REAL ESTATE POSITION: OWNER START: 8/2017 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0. (4) NAME: THE TRIPLE P FARM INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OTHER - VENUE RENTAL/FARM POSITION: CO-OWNER START: 03/09/2021 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DUTIES: MAINTAIN PROPERTY, SECURING CLIENTS FOR VENUE OPPORTUNITIES, COORDINATING EVENTS. (5) NAME: RR REAL ESTATE COMPANY INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: OWNER START: 06/01/2023 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0 (6) NAME: REYNOLDS & REYNOLDS FINANCIAL PARTNERS, LLC INV REL: Y ADDR: 7000 PEACHTREE DUNWOODY ROAD, BLDG 12, SUITE 200, ATLANTA, GA 30328 NATURE: OWNER OF LLC FOR FINANCIAL PLANNING POSITION: OWNER; FOUNDING PARTNER; PLANNER START: 11/11/2011 NO HRS/MO: 60 NO HRS/MO DUR TRADING: 40 DUTIES: INTERACT WITH CLIENTS ON THEIR FINANCIAL PLANNING, INVESTMENT AND INSURANCE NEEDS. (7) NAME: THE REYNOLDS HOLDING COMPANY, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR MANAGEMENT OF COMPANIES AND ENTERPRISES POSITION: OWNER, FOUNDING PARTNER START: 02/10/2023 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: WILL USE THIS HOLDING COMPANY AS THE OWNERS OF EACH OF ENTITIES. (8) NAME: THE TRIPLE P FIRM, INV REL: Y ADDR: 4222 CONWAY VALLEY ROAD, ATLANTA, GA 30327, NATURE: ESTATE PLANNING CONSULATION BY A LICENSED ATTORNEY, POSITION: OPERATIONS MANAGER, START: 10/01/2025, NO HRS/MO: 8, NO HRS/MO DUR TRADING: 0, DUTIES: WILL BE ACTING AS OPERATION MANAGER FOR THE BUSINESS SIDE OF THE OPERATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-13
• S63 Uniform Securities Agent State Law Examination
  1997-08-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant