Robert Conlisk
Robert Conlisk is a registered investment advisor at MML Investors Services, LLC, based in Newport Beach, CA, with 26 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4675 Macarthur Court, Suite 1050, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Robert is an agent selling life and health insurance products since 2001. This requires a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations21 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.
Exams
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