Robert
Pesakoff

Mml Investors Services, LLC

CRD#4143760
Investment Advisor
in Charlotte, NC
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About this Advisor

Robert Pesakoff is a certified financial planner working out of Charlotte, North Carolina, who has 19 years of experience as a financial advisor. Pesakoff is on the advisory team at Mml Investors Services, LLC. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, Massmutual Life Insurance Co, Mercap Securities, LLC, Ash Brokerage and Mml Investors Services, LLC. Pesakoff maintains a Series 63 license, certifying them as a securities agent, and can advise clients in North Carolina. Mml Investors Services, LLC is an advisory firm operating in Charlotte, North Carolina. It has offices in 1,335 locations and a total of 8,095 employees. It has $29 billion in assets under management among its 238,365 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 512 charities and foundations. Mml Investors Services, LLC performs a broad set 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. Financial management fees largely are based on which services the firm provides the client. Fees billed by Mml Investors Services, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 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

4350 Congress Street Suite 300
Charlotte, NC 28209

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

NC Average: 118
Total Number of Accounts

238,365

NC Average: 4,567
Average Account Size

$120,232

NC 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 Pesakoff Work History

Robert has 19 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2014 - 2017 (3 years)

Mercap Securities, LLC

2014 - 2016 (2 years)

Ash Brokerage

2006 - 2014 (8 years)

Transamerica Financial Advisors, Inc

1999 - Present (20 years)

Massmutual Life Insurance Co

Disclosures

Robert Pesakoff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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