Donald Robbins
Donald Robbins is a registered investment advisor at MML Investors Services, LLC, based in Charlotte, NC, with 24 years of industry experience. Donald 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
6025 Blakeney Park Drive, #120, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2016Employment Separation After Allegations
April 2016Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Donald sells individual life and group health insurance, dedicating a few hours per week to this activity. He also has ownership positions in Jaaz Holdings LLC (real estate), Robbins Financial Group LLC, DAB 22 LLC, and RFG Consulting, LLC, each requiring minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
New England SecuritiesBroker
State Registrations29 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.