Wells Fargo Advisors
46yrs
Top advisor by experience in Woodbury
9yrs
Robert Rosenberg
Financial advisor at MML Investors Services
Robert Rosenberg has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Woodbury, New York. Robert has been with MML Investors Services since 2021. Robert holds the CFP® designation.
One of 244 advisors with offices in Woodbury, and one of 203 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office88 Froehlich Farm Blvd Suite 320, Woodbury, NY 11797
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMML Investors Services, LLCCurrent firm
Contact Robert
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Robert. 88 Froehlich Farm Blvd Suite 320Woodbury, NY 11797Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
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About Robert
How do I contact Robert?
Call MML Investors Services at (413) 226-0000 and ask for Robert Rosenberg. Robert works from the Woodbury, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 9 years. 9 years in the industry.
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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