Robert Priest

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:

Current Employers

Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-14

NY RA
APPROVED

Since 2021-06-14

Branch Locations

2200 Northern Blvd Suite 200, East Hills, NY 11548 • United States

Garden City, NY • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Metlife Securities Co.	Hauppauge	NY	09/2002	03/2017
Mml Investors Services, Llc	East Hills	NY	03/2017	Present
Massmutual Life Insurance Co	East Hills	NY	07/2016	Present

09/2002 → 03/2017

Metlife Securities Co.

Hauppauge, NY
03/2017 → Present

Mml Investors Services, Llc

East Hills, NY
07/2016 → Present

Massmutual Life Insurance Co

East Hills, NY

Other Businesses

INDEPENDENT INSURANCE AGENT - FROM BUSINESS ADDRESS- LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCT-1 HOUR SECURITIES - 1 HOUR NON SECURITIES - SINCE 10/2011

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-08-13

S63 Uniform Securities Agent State Law Examination

1986-08-13

Other Names

Bob Priest

View on SEC IAPD