Robert William Clayton
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- MML Investors Services, LLCFeb 2021 to now
- Massmutual Life Insurance CoJan 2021 to now
- Equitable Advisors, LLCApr 2020 to Dec 2020
- Merrill LynchJun 2019 to Aug 2019
- The New Deck TavernFeb 2019 to Mar 2020
- Wm. Henderson Plumbing and HeatingJun 2018 to Mar 2020
- Wsfs BankJun 2018 to Jan 2019
- Temple UniversityAug 2017 to Jun 2020
- University of PittsburghAug 2016 to Apr 2017
- Mckenzie BrewhouseFeb 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7308286
- Firm CRD
- 10409