Robert Blundon
Robert Blundon is a registered investment advisor at MML Investors Services, LLC, based in Wall Township, NJ, with 21 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
1305 Campus Parkway, Wall Township, NJ, 07753
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Robert is an insurance broker selling life insurance and fixed annuities since March 2025. This takes minimal time, approximately 5 hours per month.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Northwestern Mutual Investment Services, LLCBroker
New England SecuritiesBroker
Nylife Securities INC.Broker
First Investors CorporationBroker
State Registrations8 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.