Robert Douglas Hartman

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 03/2026
  Eagle Strategies, Llc
  San Antonio, TX
• 09/2001 → 03/2026
  New York Life Insurance Co
  San Antonio, TX
• 12/2001 → 03/2026
  Nylife Secuirites Llc
  San Antonio, TX
• 06/2026 → Present
  Mml Investors Services, Llc
  Boerne, TX
• 06/2026 → Present
  Massmutual Life Insurance Co
  Boerne, TX

Previous Registrations

• 2012-11-19 → 2026-03-30
  Eagle Strategies Llc
  Shreveport, LA
  Overland Park, KS
  San Antonio, TX

Other Businesses

1)Name: Robert D. Hartman, Inv Rel: Y Addr:at residential address on file, Nature: Outside Insurance, Position: Agent, Start: 5/27/2026, No Hr/Mo: 10 No Hr/Mo Dur Trading: 10 Duties: Life, Disability, Long-term care, Fixed annuities, Health. 2)Name: Hartman Haus Holdings LLC, Inv Rel: Y Addr: at residential address on file, Nature:Rental Income, Position:Owner, Start: 5/26/2026, No Hr/Mo: 0 No Hr/Mo Dur Trading: 0 Duties: lease my land for cattle grazing.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-07
• S63 Uniform Securities Agent State Law Examination
  2002-01-03

Designations

• Chartered Financial Consultant