Roberto Joel Rivera-leal
Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
Are you Roberto Joel Rivera-leal? Claim your profile
Contact this firm
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
11 years in the industry.
- MML Investors Services, LLCJul 2024 to now
- Massmutual Life Insurance CoSep 2023 to now
- Inter Strap Packaging SystemApr 2022 to Sep 2023
- AmazonApr 2021 to Mar 2022
- At&tJul 2019 to Nov 2020
- Pennsylvania Army National GuardMay 2019 to Mar 2022
- Penn State Campus RecreationJan 2017 to May 2019
- Penn State UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PR).
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
- 7333507
- Firm CRD
- 10409