Robert
Boyer

Mml Investors Services, LLC

CRD#5787312
Investment Advisor
in Holyoke, MA

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About this Advisor

Robert Boyer is a financial advisor in Holyoke, Massachusetts. Currently a registered investment advisor with Mml Investors Services, LLC, Boyer has 10 years of work experience as a financial advisor. Boyer maintains a Series 63 license, certifying the advisor as a securities representative. Boyer can work with clients in Texas. Their career trajectory has included roles at Mml Investor Services Inc, Massmutual Financial Group, Metlife, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Mml Investors Services, LLC is based out of Holyoke, Massachusetts, and operates out of 1,335 other locations in the nation. In total, Mml Investors Services, LLC oversees $40 billion in assets covering 206,878 client accounts and employs more than 7,471 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 206,878 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC can offer 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. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

330 Whitney Ave Suite 610
Holyoke, MA 01040

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

MA Average: $16,012,751,954
Total Number of Employees

7,471

MA Average: 118
Total Number of Accounts

206,878

MA Average: 4,567
Average Account Size

$191,239

MA Average: $3,506,186

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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 Boyer Work History

Robert has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2012 - 2017 (5 years)

Metlife

2010 - 2011 (1 year)

Mml Investor Services Inc

2010 - 2011 (1 year)

Massmutual Financial Group

Disclosures

Robert Boyer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Sammy Sayed
Toledo, OH
Benjamin Broome
Chattanooga, TN
Charles Emerson
Hernando, MS
August Wossner
Springfield, MA
Gregory Meahl
Boston, MA
April Romero
Virginia Beach, VA
Michael Regan
Southfield, MI
Brian Waddell
West Hartford, CT

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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