RM
ChFC
RM
ChFC

Robert Macwhinnie

44 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance

Robert Macwhinnie is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Pittsburgh, PA, with 44 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Boyce Plaza 1, 1035 Boyce Road - Ste 200, Pittsburgh, PA, 15241

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Settled
Other Business ActivitiesSells Insurance

Robert is an insurance agent selling life, health, group life, and group health insurance since 2004. This requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2010 - Present · 16 yrs 7 mos
MML Investors Services, LLC
October 2004 - Present · 22 yrs
MML Investors Services, LLCBroker
October 2004 - Present · 22 yrs
Previous Registrations
Lincoln Financial Advisors CorporationBroker
November 2001 - October 2004 · 2 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
November 2001 - October 2004 · 2 yrs 11 mos
MML Investors Services, INC.Broker
May 1982 - December 2001 · 19 yrs 7 mos
Massachusetts Mutual Life Insurance CompanyBroker
January 1982 - January 1988 · 6 yrs
State Registrations9 states
CANCNYOHPASCTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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