Roberto P Pennella
Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- MML Investors Services, LLCAug 2025 to now
- Massmutual Life Insurance CoAug 2025 to now
- Barnum Financial GroupJun 2024 to Jul 2024
- Safeway Parking EnterprisesOct 2023 to Apr 2025
- LPL Financial, LLCJun 2023 to Aug 2023
- Pennella Site Development Inc.Jun 2022 to Feb 2025
- University of TampaAug 2021 to May 2025
- Lakeside GrilleAug 2020 to Sep 2020
- Stop and ShopFeb 2020 to Jan 2022
- UnemployedSep 2019 to Jul 2020
- Buccis Brother DeliSep 2017 to Aug 2019
- UnemployedAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7769605
- Firm CRD
- 10409