Robert Lee Mitton Iii

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

• 04/2016 → 03/2017
  Metlife Investors Distribution Company
  Blue Bell, PA
• 03/2017 → 06/2024
  Brighthouse Securities, Llc
  Pipersville, PA
• 06/2024 → 01/2025
  Fisher Investments
  Bluffton, SC
• 04/2025 → 03/2026
  Commonwealth Financial Network
  Savannah, GA
• 04/2025 → 03/2026
  Savannah Wealth Group
  Savannah, GA
• 03/2026 → Present
  Mml Investors Services, Llc
  Bluffton, SC
• 01/2026 → Present
  Massmutual Life Insurance Company
  Bluffton, SC

Previous Registrations

• 2025-04-25 → 2026-03-13
  Commonwealth Financial Network
  Savannah, GA
  Bluffton, SC
• 2024-07-03 → 2025-02-03
  Fisher Investments
  Plano, TX
  Bluffton, SC

Other Businesses

(1)Name: Low Country Mental Health, LLC Inv rel: Y Add: Former Spouse Residential Address Nature: Co-owner of LLC used for Health and Wellness Position: Co-Owner Start date: 01/2023 No. HR/MO: 0 No. HR/MO during sec trading: 0 (2)Name: Robert L. Mitton Inv rel: Y Add: At Residential Address Nature: Consulting on market feasibility or direction Position: Consultant Start date: 07/30/2025 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Provide multiple research and consulting firms with my opinions. (3)Name: Tidal Pointe Advisors LLC Inv rel: Y Add: At Residential Address Nature: Owner of LLC used for divorce financial analysis and planning Position: Owner Start date: 08/01/2025 No. HR/MO: 20 No. HR/MO during sec trading: 20 Describe duties: Help individuals and attorneys with the financial side of the divorce process. (4)Name: Robert L. Mitton Inv rel: Y Add: At Residential Address Nature: Outside Insurance Sales Position: Insurance Broker Start date: 04/01/2026 No. HR/MO: 5 No. HR/MO during sec trading: 5 Duties: Life, Disability, Long-term care, and Fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-28
• S63 Uniform Securities Agent State Law Examination
  2006-07-28

Other Names

• Bob Mitton
• Robert Lee Mitton
• Robert Lee Mitton