Robert
Berman
Mml Investors Services, LLC
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About this Advisor
Robert Berman is a financial advisor who works in Wellesley Hills, Massachusetts, with 6 years of industry experience. Berman is currently employed by Mml Investors Services, LLC. During their career, Berman has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Metlife Securities, Massmutual Life Insurance Co and Mml Investors Services, LLC. Berman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Mml Investors Services, LLC is a financial advisory business headquartered in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It administers $59 billion in assets across its 326,297 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 447 charities and foundations. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on which service is provided. Fees billed by Mml Investors Services, LLC can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Berman Work History
Robert has been registered as a financial advisor for 6 years.*
Mml Investors Services, LLC
Massmutual Life Insurance Co
Metlife Securities
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Berman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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