Gregory Mcroberts
Gregory Mcroberts is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Fairfax, VA, with 33 years of industry experience. Gregory 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
3975 Fair Ridge Drive, Suite 315N, Fairfax, VA, 22033
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2009Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Gregory is a sales agent for Westpoint, selling life, health, and group health insurance, dedicating minimal time. He is also a passive investor in Noah's Ark Storage, LLC and META MSS, LLC, and owns rental property, spending minimal time on each.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
State Registrations53 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.