Robert
Hellwig

Mml Investors Services, LLC

CRD#2941068
Investment Advisor
in Fairfield, NJ

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About this Advisor

Robert Hellwig is a financial advisor operating out of Fairfield, New Jersey with 6 years of industry experience. Hellwig is on the advisory team at Mml Investors Services, LLC. The advisor has gained experience at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Hellwig has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Mml Investors Services, LLC is a registered investment company based in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It has $59 billion in assets between its 326,297 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 447 charitable organizations. The company performs a broad array of services, such as 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Office Location

30 Two Bridges Road Suite 320
Fairfield, NJ 07004

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NJ Average: 118
Total Number of Accounts

326,297

NJ Average: 4,567
Average Account Size

$180,164

NJ Average: $3,506,186

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 Hellwig Work History

Robert has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massachusetts Mutual Life Insurance Company

2009 - Present (15 years)

Metlife Securities Inc

*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 Hellwig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Carlos Forde Jr
Peachtree Corners, GA
Josiah Martin
Mercer Island, WA
Michael Everritt
Tampa, FL
Brent Henig
Greenvale, NY
Tracy Brown
Austin, TX
Alexander Mitchum
Charleston, SC
David Samuelsen
Springfield, MA
Jeremy Harness
Chesterfield, MO

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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