RC
CFP
RC
CFP

Robert Capra

19 Years of Experience
Hauppauge, NY
BrokerSells Insurance

Robert Capra is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Hauppauge, NY, with 19 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1393 Veteran's Memorial Hwy, Suite 307S, Hauppauge, NY, 11788

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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 is a financial advisor selling and servicing fixed annuities and life insurance since 2021. This requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
June 2021 - Present · 5 yrs 4 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
March 2007 - March 2017 · 10 yrs
Metropolitan Life Insurance CompanyBroker
March 2007 - July 2007 · 4 mos
State Registrations17 states
AZCACOFLGAMANCNENJNVNYPASCTXVAVTWA
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.
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