RS
CFP
RS
CFP

Robert Sarkissian

24 Years of Experience
Beverly Hills, CA
BrokerSells Insurance

Robert Sarkissian is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Beverly Hills, CA, with 24 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
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

8383 Wilshire Blvd, Suite 600, Beverly Hills, CA, 90211

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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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Other Business ActivitiesSells Insurance

Robert sells individual life/health and group health insurance products since 2001, dedicating about 10-20% of his time. He also owns rental properties, one since 2020 and another since 2021, spending minimal time on property management.

Employment History
Current Registrations
MML Investors Services, LLC
February 2017 - Present · 9 yrs 5 mos
MML Investors Services, LLC
January 2017 - Present · 9 yrs 6 mos
MML Investors Services, LLCBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Park Avenue Securities LLCBroker
March 2012 - November 2016 · 4 yrs 8 mos
Signator Investors, INC.Broker
April 2010 - February 2012 · 1 yr 10 mos
MML Investors Services, INC.
May 2008 - March 2010 · 1 yr 10 mos
MML Investors Services, INC.Broker
July 2006 - March 2010 · 3 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
May 2001 - July 2006 · 5 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
May 2001 - January 2002 · 8 mos
Interfirst Capital CorporationBroker
August 2000 - October 2000 · 2 mos
State Registrations3 states
CANVSC
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.
Robert Sarkissian - Financial Advisor | TrueAdvisor