Robert Francis Monahan
CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVATION WEALTH ADVISORY LLC | ELEVATION WEALTH PARTNERS LLC
Contact Information
Main Address
West Palm Beach, FLPhone Number
(561) 491-0518# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
269AUM (Assets Under Management)
$219,611,231Similar Advisors
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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.
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Primary Firm SEC Registration
ELEVATION WEALTH ADVISORY LLC | ELEVATION WEALTH PARTNERS LLC
State Registrations and Notice Filings
(5/23/2023)
(5/30/2023)
(5/15/2023)
(5/15/2023)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Francis Monahan's CRS (Customer Relationship Summary).
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