Gregory Allen Mcroberts
Investment adviser representative at MML Investors Services, LLC
24 yearsExperience
6 statesRegistered in
ChFC®, CFP® certificationDesignations
$115.6BFirm assets
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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
24 years in the industry.
- Massmutual Life Insurance CoSep 2005 to now
- MML Investors Services, LLCAug 2005 to now
- Gregory McrobertsJan 2005 to now
- Westpoint AssociatesFeb 2004 to now
- Wpfg FoundationDec 2003 to now
- Westpoint Financial GroupJan 2002 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 6 states (IL, IN, OH, TX, VA, WI).
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
- 2180002
- Firm CRD
- 10409