Robert
Rudolph

Mml Investors Services, LLC

CRD#1123266
Investment Advisor
in New York, NY
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About this Advisor

Robert Rudolph is an investment advisor located in New York, New York. Currently a registered advisor at Mml Investors Services, LLC, Rudolph has an impressive 40 years of work experience. Rudolph holds a Series 63 license, qualifying the advisor as a securities broker. Rudolph can act as an advisor in New Jersey. Throughout their career, they have worked at Massachusetts Mutual Life Insurance Company, J. P. Rudolph And Company and Mml Investors Services. Mml Investors Services, LLC is headquartered in New York, New York, and operates out of 1,335 brick-and-mortar locations across the country. As a company, Mml Investors Services, LLC oversees $29 billion in assets dispersed across 238,365 accounts and retains more than 8,095 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC provides 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, Chartered Financial Consultant

Years of Experience

40 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

No

Office Location

530 Fifth Avenue-14Th Fl
New York, NY 10036-5101

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

NY Average: 118
Total Number of Accounts

238,365

NY Average: 4,567
Average Account Size

$120,232

NY 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 Rudolph Work History

Robert has 40 years of experience.

1984 - Present (35 years)

Mml Investors Services

1978 - Present (41 years)

Massachusetts Mutual Life Insurance Company

1978 - Present (41 years)

J. P. Rudolph And Company

Disclosures

Robert Rudolph has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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