Robert Clayton
Robert Clayton is a registered investment advisor at MML Investors Services, LLC, based in Wall Township, NJ, with 30 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
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Regulatory History (1)
Regulatory
November 2023Other Business ActivitiesSells Insurance
Robert is a board member of the Carmine Brady Foundation, a non-profit organization, and a licensed mortgage originator. He also works in outside insurance sales, selling life insurance and fixed annuities, dedicating a few hours per week to each activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Tfs Advisory Services
Tfs Securities, INC.Broker
Vtr Capital, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations12 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.