Robert
Mckernan

Mml Investors Services, LLC

CRD#7455896
Investment Advisor
in Newtown Square, PA

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About this Advisor

Robert Mckernan is a financial advisor working out of Newtown Square, Pennsylvania with a total of 1 year of industry experience. Mckernan currently works for Mml Investors Services, LLC. During their career, Mckernan has held roles at Mml Investors Services LLC, Massmutual Life Insurance Co, Footlocker Inc, Doordash, Arnold'S Family Fun Center, Bridgeport Borough, Giant Inc and Student. Mckernan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Mml Investors Services, LLC is a registered investment company based in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It has $59 billion in total assets among its 326,297 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 447 charities and foundations. Mml Investors Services, LLC has a diverse 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. Fees for financial advice typically are based on the services. However, fees charged by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

16 Campus Blvd Suite 200
Newtown Square, PA 19073

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

PA Average: 118
Total Number of Accounts

326,297

PA Average: 4,567
Average Account Size

$180,164

PA Average: $3,506,186

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 Mckernan Work History

Robert has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Mml Investors Services LLC

2021 - Present (3 years)

Massmutual Life Insurance Co

2021 - 2021 (< 1 year)

Giant Inc

2019 - 2021 (2 years)

Doordash

2017 - 2019 (2 years)

Footlocker Inc

2015 - 2017 (2 years)

Arnold'S Family Fun Center

2015 - 2016 (1 year)

Bridgeport Borough

2011 - 2017 (6 years)

Student

*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 Mckernan 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

Brent Henig
Greenvale, NY
Vincent Vaghi
Bethesda, MD
Jeremy Harness
Chesterfield, MO
Michael Everritt
Tampa, FL
John Whitehead
Lake Oswego, OR
James Moore
Atlanta, GA
Robert Ahrendt
Seattle, WA
David Samuelsen
Springfield, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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