Robert Rosenberg
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- MML Investors Services, LLCOct 2018 to now
- Mass Mutual Life Insurance CoSep 2018 to now
- Northwestern Mutual Wealth Management CompanyNov 2017 to Sep 2018
- Police Athletic LeagueNov 2017 to Feb 2018
- Northwestern Mutual Investment Services LLCSep 2017 to Sep 2018
- Northwestern Mutual Life Insurance CompanySep 2017 to Sep 2018
- New York LifeJun 2017 to Aug 2017
- Wesleyan UniversityJun 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6813129
- Firm CRD
- 10409