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Ronald Lewis Millar

Mml Investors Services, LLC

Weston, FL

CRD 3064161

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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-15
TX RA APPROVED_RES 2020-01-06
IL RA APPROVED 2018-03-23
  • FL RA
    APPROVED
    Since 2021-09-15
  • TX RA
    APPROVED_RES
    Since 2020-01-06
  • IL RA
    APPROVED
    Since 2018-03-23

Branch Locations

Weston, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Oak Brook IL 01/2006 03/2017
Mml Investors Services Weston FL 03/2017 Present
Massmutual Life Insurance Company Weston FL 07/2016 Present
  • 01/2006 → 03/2017
    Metlife Securities
    Oak Brook, IL
  • 03/2017 → Present
    Mml Investors Services
    Weston, FL
  • 07/2016 → Present
    Massmutual Life Insurance Company
    Weston, FL
Other Businesses

1) Name: Ronald Millar Inv rel: Y Add: 300 S Wacker Drive Suite 2000 Chicago, IL 60606 Nature: Outside Insurance Sales Position: Sales, Agent Start date: 02/01/2018 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Individual Life, Health, Group Life, Group Health, Fixed Annuity, Index Annuity, DI, LTC. 2) Name: Ronald Millar Inv rel: Y Add: Chicago, IL 60641 Nature: Simple Rental Property Position: Property Owner Start date: 02/01/2018 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Rental property owners. 3) Name: Core Capital Wealth Management Group Inv Rel: Y Add: West FL 33326 Nature: Owner of LLC for pass through compensation Position: Owner Start Date: 1/16/2025 No Hr/Mo: 0 No Hr/Mo Dur Sec Trading: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-12
S63 Uniform Securities Agent State Law Examination 1998-07-24
  • S65 Uniform Investment Adviser Law Examination
    2018-03-12
  • S63 Uniform Securities Agent State Law Examination
    1998-07-24
Other Names
  • Ronald L Millar

View on SEC IAPD

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