Robert Belvedere
Robert Belvedere is a registered investment advisor at MML Investors Services, LLC, based in Garden City, NY, with 39 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
900 Stewart Ave, Suite 260, Garden City, NY, 11530
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2017Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Robert sells fixed annuities and life insurance products, dedicating minimal time to this activity. He also serves as a board member, cook, and procurer of supplies for Ladles of Hope, spending about 10-20% of his time on this.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Green Hill Financial Service CorporationBroker
State Registrations10 states
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.