Robert
Clayton
Mml Investors Services, LLC
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About this Advisor
Robert Clayton is a financial advisor operating out of Exton, Pennsylvania who has 2 years of industry experience. Clayton is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Texas Roadhouse, The Meat House, Mckenzie Brewhouse, The New Deck Tavern, Wm. Henderson Plumbing And Heating, Wsfs Bank, Merrill Lynch, Temple University, Garnet Valley High School, University Of Pittsburgh, Massmutual Life Insurance Co and Mml Investors Services, LLC. Clayton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 employees. It administers $59 billion in assets under management between its 326,297 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 447 charitable organizations. 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. Financial advisory fees largely depend on which service is provided. However, fee types charged by Mml Investors Services, LLC most likely include some 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 Clayton Work History
Robert has been registered as a financial advisor for 2 years.*
Massmutual Life Insurance Co
Mml Investors Services, LLC
Equitable Advisors, LLC
The New Deck Tavern
Merrill Lynch
Wm. Henderson Plumbing And Heating
Wsfs Bank
Temple University
Mckenzie Brewhouse
University Of Pittsburgh
Texas Roadhouse
The Meat House
Garnet Valley High School
*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 Clayton 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
Greenvale, NY
Peachtree Corners, GA
Bethlehem, PA
Tampa, FL
Dublin, OH
Saratoga Springs, NY
Seattle, WA
Dallas, TX
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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