Robert
Mcmaster

Mml Investors Services, LLC

CRD#4094677
Investment Advisor
in Newtown Square, PA

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About this Advisor

Robert Mcmaster is a financial advisor who works in Newtown Square, Pennsylvania with a total of 6 years of relevant experience. Mcmaster is an advisor for Mml Investors Services, LLC. Mcmaster has gained experience at Mml Investors Services, LLC, Massmutual Life Insurance Co, Metlife Securities and Metropolitan Life Ins. Mcmaster holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Mml Investors Services, LLC is a financial advisory firm based in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 people on staff. It has $59 billion in total assets among its 326,297 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 447 charitable organizations. Mml Investors Services, LLC offers a number 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 advisory fee schedules typically are based on which service is offered. Fees charged by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Office Location

2 Campus Blvd Suite 101
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 Mcmaster Work History

Robert has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massmutual Life Insurance Co

2002 - 2017 (15 years)

Metlife Securities

2002 - 2016 (14 years)

Metropolitan Life Ins

*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 Mcmaster 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

Steven Lebowitz
Memphis, TN
Sarah Blankenship
Buffalo, NY
Jeremy Harness
Chesterfield, MO
Stephen Bishop
Bethlehem, PA
John Whitehead
Lake Oswego, OR
Josiah Martin
Mercer Island, WA
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

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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