Carter Roy Reese
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
2 statesRegistered in
$115.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Mass Mutual Life Insurance CompanyJun 2021 to now
- MML Investors Services, LLCDec 2020 to now
- Massmutual Life Insurance CompanyDec 2020 to May 2021
- Magtech AmmunitionAug 2019 to Apr 2021
- Millside TavernJan 2018 to Mar 2020
- University of Wisconsin Eau ClaireSep 2017 to May 2019
- Tom ThumbJan 2015 to Jan 2018
- Saint Michael Albertville Hight SchoolSep 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7318406
- Firm CRD
- 10409