Robert
Macwhinnie

Mml Investors Services, LLC

CRD#1019809
Investment Advisor
in Pittsburgh, PA
Are you Robert Macwhinnie? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Macwhinnie is a financial advisor in Pittsburgh, Pennsylvania. Currently a registered advisor with Mml Investors Services, LLC, Macwhinnie has 14 years of work experience. Macwhinnie has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Macwhinnie can serve investors based out of Pennsylvania. During their career, Macwhinnie has held roles at Massmutual and Mml Investor Service Inc. Mml Investors Services, LLC is headquartered in Pittsburgh, Pennsylvania, and operates out of 1,335 additional brick-and-mortar locations throughout the nation. As a company, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 accounts and employs more than 8,095 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 238,365 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Mml Investors Services, LLC can provide 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, Series 65, Chartered Financial Consultant

Years of Experience

14 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

Yes

Office Location

Boyce Plaza 1 1035 Boyce Road - Ste 200
Pittsburgh, PA 15241

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

PA Average: 118
Total Number of Accounts

185,684

PA Average: 4,567
Average Account Size

$162,035

PA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Macwhinnie Work History

Robert has 14 years of experience.

2004 - Present (15 years)

Massmutual

2004 - Present (15 years)

Mml Investor Service Inc

Disclosures

Robert Macwhinnie has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started