Robert
Clayton
Mml Investors Services, LLC
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About this Advisor
Robert Clayton is a financial advisor based in Exton, Pennsylvania, working with Mml Investors Services, LLC. Robert has previously held positions 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. Robert has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Robert is part of Mml Investors Services, LLC, which operates out of Exton, Pennsylvania. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$72,827,710,537
7,130
351,645
$207,106
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
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
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
New York, NY
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San Juan, PR
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Emmett, ID
Vancouver, WA
Newtown Square, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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