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Robin Weingast

36 Years of Experience
Garden City, NY
3 DisclosuresBrokerSells Insurance

Robin Weingast is a registered investment advisor at MML Investors Services, LLC, based in Garden City, NY, with 36 years of industry experience. Robin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

100 Quentin Roosevelt Blvd, Suite 507, Garden City, NY, 11530

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History

Regulatory History (3)
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
June 2010
Settled
Customer Dispute
December 2007
Settled
Regulatory
December 2003
Final
Other Business ActivitiesSells Insurance

Robin owns 100% of Robin S. Weingast & Associates, Inc. (RSW) and International Financial Advisors, LTD (IFA). RSW is a pension administration company that also markets and sells investment products and life insurance, while IFA is a dormant company; Robin spends about half their time as president of RSW and the other half marketing life insurance and investment products.

Employment History
Current Registrations
MML Investors Services, LLC
May 2021 - Present · 5 yrs
MML Investors Services, LLC
January 2001 - Present · 25 yrs 4 mos
MML Investors Services, LLCBroker
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Pruco Securities CorporationBroker
February 1991 - March 2001 · 10 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
February 1991 - December 1993 · 2 yrs 10 mos
Pruco Securities CorporationBroker
August 1984 - September 1985 · 1 yr 1 mo
State Registrations12 states
CTDCFLMAMDMNNCNJNYOHVAWA
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.
Robin Weingast - Financial Advisor | TrueAdvisor