Robert Mcgrath Millett

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

• 07/2022 → 09/2023
  First Republic Investment Management, Inc
  Boston, MA
• 02/2023 → 09/2023
  First Republic Securities Company, Llc
  Boston, MA
• 06/2020 → 08/2021
  Fidelity
  Boston, MA
• 09/2013 → 06/2017
  Marblehead High School
  Marblehead, MA
• 08/2017 → 06/2022
  Bowdoin College
  Brunswick, ME
• 09/2023 → 03/2025
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → 03/2025
  Jp Morgan Chase Bank, N.A.
  Boston, MA
• 04/2025 → Present
  Mml Investors Services, Llc
  Boston, MA
• 03/2025 → Present
  Massmutual Life Insurance Co
  Boston, MA

Previous Registrations

• 2024-01-17 → 2025-03-23
  J.P. Morgan Securities Llc
  Boston, MA
  Boston, MA
  Boston, MA
• 2023-06-30 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-06-14

Other Names

• Bo Millett
• Robert Mcgrath Millett
• Robert Millett