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Robb Hageman

31 Years of Experience
Fairfield, NJ
Broker

Robb Hageman is a registered investment advisor at MML Investors Services, LLC, based in Fairfield, NJ, with 31 years of industry experience. Robb 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

30 Two Bridges Road, Suite 320, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
MML Investors Services, LLC
January 2019 - Present · 7 yrs 6 mos
MML Investors Services, LLC
January 2019 - Present · 7 yrs 6 mos
MML Investors Services, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
April 2016 - December 2018 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
April 2016 - December 2018 · 2 yrs 8 mos
Oppenheimer & CO. INC.
October 2008 - April 2016 · 7 yrs 6 mos
Oppenheimer & CO. INC.Broker
October 2008 - April 2016 · 7 yrs 6 mos
Eastbrook Capital Group LLC
September 2007 - October 2008 · 1 yr 1 mo
Eastbrook Capital Group LLCBroker
March 1999 - October 2008 · 9 yrs 7 mos
First Republic Group, LLCBroker
March 1999 - March 1999 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1996 - March 1999 · 2 yrs 3 mos
Tucker Anthony IncorporatedBroker
June 1995 - December 1996 · 1 yr 6 mos
Lehman Brothers INC.Broker
March 1994 - June 1995 · 1 yr 3 mos
State Registrations8 states
DCFLMDMONJNYPATX
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.
Robb Hageman - Financial Advisor | TrueAdvisor