Kestra Advisory Services
43yrs
Top advisor by experience in Fairfield
29yrs
Robert Hellwig
Full name on record: Robert Matthew Hellwig
Financial advisor at MML Investors Services
Robert Hellwig has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Fairfield, New Jersey. After 11 years at MSI Financial Services and four years at Metlife Investment Fund Services, Robert joined MML Investors Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 153 advisors with offices in Fairfield, and one of 125 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office30 Two Bridges Road Suite 320, Fairfield, NJ 07004
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2005 – 2017MSI Financial Services, Inc.Previously
- 2002 – 2005Metlife Investment Fund Services LLCPreviously
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 Hellwig. Robert works from the Fairfield, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.
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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