Robert Berkowitz
Investment adviser representative at MML Investors Services, LLC
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Massmutual Life Insurance CoFeb 2026 to now
- MML Investors Services, LLCFeb 2026 to now
- New York Life Insurance CompanyMay 2023 to Feb 2026
- Nylife Securities LLCMay 2023 to Feb 2026
- East Stroudsburg UniversityMay 2007 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7737244
- Firm CRD
- 10409