Robert Everett Winsor

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

• 08/2018 → 01/2025
  Guardian Life Insurance Company
  Saint Johns, FL
• 11/2009 → 07/2018
  Bloomberg Lp
  New York, NY
• 08/2018 → 12/2024
  Park Avenue Securities
  Saint Johns, FL
• 01/2025 → Present
  Mml Investors Services, Llc
  Saint Johns, FL
• 01/2025 → Present
  Massmutual Life Insurance Co
  Saint Johns, FL

Previous Registrations

• 2021-03-08 → 2025-01-15
  Park Avenue Securities Llc
  Rye Brook, NY
  Saint Johns, FL
  Saint Johns, FL

Other Businesses

NAME: RHEI PRIVATE CLIENT GROUP, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: PARTNER START DATE: 01/15/2025 NO. HR/MO: 11 NO. HR/MO DURING SEC TRADING: 11 DESCRIBE DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION

Exams

• S66 Uniform Combined State Law Examination
  2021-03-01

Designations

• Certified Financial Planner

Other Names

• Bobby Everett Winsor
• Robert Everett Winsor
• Robert Everett Winsor
• Robert E Winsor