Robert F. Monahan

ELEVATION WEALTH PARTNERS LLC

West Palm Beach, FL

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CRD#: 1997136

Professional summary

Robert Francis Monahan, CFP® is a registered financial advisor currently at ELEVATION WEALTH PARTNERS LLC located in West Palm Beach, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Singer Island, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Robert Monahan is dually-registered as an Investment Advisor Representative with Elevation Wealth Partners LLC ("Elevation Wealth" since 05/2023) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" since 05/2023). Business is conducted from 5420 North Ocean Drive, West Palm Beach, FL 33404. Approximately 90% of Robert Monahan's time is for services as an Investment Advisor Representative of Elevation Wealth and the balance as a Registered Representative of PKS. 2. PKSF. Investment related. At registered location. Fixed/traditional insurance. Agent. 04/2023. 10 hours/month all during trading hours. Provides insurance advice based on the needs of clients. 3. Fixed Insurance. Investment related. At registered location. Fixed/traditional insurance. Agent. 04/2023. 10 hours/month all during trading hours. Provides insurance advice based on the needs of clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Monahan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

May 15, 2023 - Present

ELEVATION WEALTH PARTNERS LLC

RIA

CRD#: 324951

West Palm Beach, FL

Current

May 15, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Singer Island, FL

Past

March 14, 2014 - May 18, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MELVILLE, NY

Past

March 14, 2014 - May 18, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MELVILLE, NY

Past

October 6, 2009 - March 27, 2014

MORGAN STANLEY

RIA

CRD#: 149777

JERICHO, NY

Past

June 1, 2009 - March 27, 2014

MORGAN STANLEY

CRD#: 149777

JERICHO, NY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

JERICHO, NY

Past

February 23, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

JERICHO, NY

Past

July 31, 1993 - March 6, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MELVILLE, NY

Past

January 18, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 25, 1989 - February 9, 1993

EDUCATORS FINANCIAL MANAGEMENT, INC.

CRD#: 17448

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELEVATION WEALTH PARTNERS LLC

ELEVATION WEALTH ADVISORY LLC | ELEVATION WEALTH PARTNERS LLC

CRD#: 324951 / SEC#: 801-127588

RIA

Registered Investment Advisory firm - (4/4/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(5/23/2023)

Florida
(5/30/2023)

New York
(5/15/2023)

IAR

New York
(5/15/2023)

IAR

Texas
(7/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/14/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/5/1999

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/7/1992

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 1/2/1991

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

ELEVATION WEALTH PARTNERS LLC

ELEVATION WEALTH ADVISORY LLC | ELEVATION WEALTH PARTNERS LLC

CRD#: 324951 / SEC#: 801-127588

RIA

Registered Investment Advisory firm - (4/4/2023 Approved)

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Contact information

Main Address

West Palm Beach, FL

Mailing Address

Phone number

(561) 491-0518

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEVATION WEALTH DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS AND PRIVACY POLICY (3/3/2025)

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 190,610,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert F. Monahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Monahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

EDUCATORS FINANCIAL MANAGEMENT, INC.

Primary Firm SEC Registration

ELEVATION WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2014

Series 63

Date: 12/14/1989

SIE

Date: 10/1/2018

Series 3

Date: 5/5/1999

Series 7

Date: 10/21/1989

Series 24

Date: 2/7/1992

Series 27

Date: 1/2/1991

FINRA

Current Firm

ELEVATION WEALTH PARTNERS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION WEALTH PARTNERS LLC

TRUST BUT VERIFY

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