Calvin Roberts

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

• 08/2020 → 01/2022
  Northwestern Mutual Investment Services Llc
  Portland, OR
• 08/2020 → 01/2022
  Charlene Quaresma
  Portland, OR
• 07/2020 → 07/2020
  Charlene Quaresma
  Portland, OR
• 01/2019 → 07/2020
  Lewellyn Financial Management
  Medford, OR
• 07/2018 → 01/2019
  Courthouse Athletic Club
  Salem, OR
• 01/2015 → 12/2017
  Oregon State Univeristy - Cob
  Corvallis, OR
• 09/2009 → 12/2017
  Oregon State University
  Corvallis, OR
• 12/2017 → 07/2018
  Unemployed
  Medford, OR
• 02/2022 → 09/2025
  Steward Partners Global Advosry Llc
  Lake Oswego, OR
• 02/2022 → 09/2025
  Steward Partners Investment Solutions Llc
  Lake Oswego, OR
• 05/2023 → 09/2025
  Steward Partners Investment Advisory, Llc
  Lake Oswego, OR
• 01/2026 → Present
  Mml Investors Services, Llc
  Lake Oswego, OR
• 12/2025 → Present
  Massmutual Life Insurance Company
  Lake Oswego, OR

Previous Registrations

• 2023-05-19 → 2025-10-15
  Steward Partners Investment Advisory, Llc
  Lake Oswego, OR
  Stamford, CT
• 2022-02-09 → 2024-07-10
  Steward Partners Investment Solutions, Llc
  Lake Oswego, OR
• 2020-12-12 → 2022-02-07
  Northwestern Mutual Investment Services, Llc
  Portland, OR
  Portland, OR
• 2018-01-29 → 2018-04-24
  Thrivent Investment Management Inc.
  Keizer, OR
  Lake Oswego, OR
  Bellevue, WA

Other Businesses

1. Name: Flag'em Games LLC Inv Rel: N Add: Residential Address Nature: Drinking/board game, consumer product Position: CEO, Co-Founder, Owner of LLC Start Date: 10/08/2022 No Hrs/Mo: 1 No/Hrs Mo dur trading: 0 Describe Duties: All general business operations. 2. Name: Notary Inv Rel: Y Add: 5885 Meadows Rd, Suite 850, Lake Oswego, OR 97035 Nature: Notary Position: Notary Start Date: 01/12/2026 No Hrs/Mo: 1 No/Hrs Mo dur trading: 1 Describe Duties: Notarize.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-12
• S66 Uniform Combined State Law Examination
  2018-01-26

Other Names

• Calvin Roberts
• Calvin Maxwell Roberts
• Calvin M Roberts