Merrill
46yrs
Top advisor by experience in Lynbrook
4yrs
Robert Smith
Financial advisor at MML Investors Services
Robert Smith is a fiduciary financial advisor in Lynbrook, New York, with 4 years in the industry. Robert joined MML Investors Services in 2023, 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 47 advisors with offices in Lynbrook, and one of 28 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeLynbrook, NY
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
- 2023 – nowMML Investors Services, LLCCurrent firm
Contact Robert
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Robert. Lynbrook, NYOffice · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
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 Lynbrook, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Robert hold?
Series 63, Series 66. 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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