DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Michael Chester

MML Investors Services, LLCBD affiliatedMooresville, Ncdual registrantIAPD 1315082

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Bob Chester

At current firm

1 y

since May 20, 2025

In the industry

41 y

since Feb 20, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

MML Investors Services, LLC BD affiliated current
since May 20, 2025 · Mooresville, Nc
Allstate Financial Advisors, LLC BD affiliated
Jan 20, 2017 to Dec 31, 2024 · Davidson, Nc
Fifth Third Securities, Inc. BD affiliated
Nov 24, 2008 to Mar 6, 2015 · Charlotte, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 19, 2007 to Nov 11, 2008 · Locust Valley, Ny
Citigroup Global Markets Inc. BD affiliated
May 29, 2007 to Nov 30, 2007 · Plainview, Ny
Citicorp Investment Services unclassified
Nov 9, 2004 to May 29, 2007 · Plainview, Ny

Moves

a registration end followed by a registration begin elsewhere

Allstate Financial Advisors, LLC to MML Investors Services, LLC
left Dec 31, 2024, registered May 20, 2025 (140 days) · Affiliated broker-dealer or bank to another
Fifth Third Securities, Inc. to Allstate Financial Advisors, LLC
left Mar 6, 2015, registered Jan 20, 2017 (686 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fifth Third Securities, Inc.
left Nov 11, 2008, registered Nov 24, 2008 (13 days) · Other
Citigroup Global Markets Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 30, 2007, registered Nov 19, 2007 (-11 days) · Other
Citicorp Investment Services to Citigroup Global Markets Inc.
left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move

Signals

Robert Michael Chester left Allstate Financial Advisors, Llc for Mml Investors Services, Llc (registered 2025-05-20)
Dec 31, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address