Robert Matricardi
Robert Matricardi is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Charlotte, NC, with 26 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
4350 Congress Street, Suite 300, Charlotte, NC, 28209
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert owns Insolent Swine BBQ, working minimal time. He also volunteers with Southern States Mastiff Rescue, dedicating a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Financial Resources Group Investment Services
LPL Financial LLCBroker
LPL Financial LLC
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Rickel & Associates, INC.Broker
South Richmond Securities, INC.Broker
State Registrations5 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.