UBS Financial Services
47yrs
Top advisor by experience in El Segundo
36yrs
Based in El Segundo, California, Robert Smith is a fiduciary financial advisor with 36 years of industry experience. Robert joined MML Investors Services in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the ChFC designation.
One of 419 advisors with offices in El Segundo, and one of 390 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 5% by experience in El Segundo
Office200 N Pacific Coast Hwy Suite 1825, El Segundo, CA 90245
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowMML Investors Services, LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call MML Investors Services at (413) 226-0000 and ask for Robert Smith. Robert works from the El Segundo, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1991, about 36 years. Top 5% by experience in El Segundo.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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