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RM

Robert Allison Mennow

ALTRUIST FINANCIAL
Dallas, TX
·CRD# 3070390·28 years experience

Professional Summary

Robert Allison Mennow, who also goes by Robbie Mennoe, is a registered financial advisor currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas. Robert is registered as a RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 4 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robbie Mennoe

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

28 years in the financial services industry

Current & Past Employments

ALTRUIST FINANCIAL LLC·CRD# 299274
BD
300 South Pearl Street Suite 250, Dallas, TX 75201
August 17, 2023 - Present
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Scottsdale, AZ
June 28, 1999 - September 2, 2022
CRI SECURITIES, LLC·CRD# 22589
BD
St. Paul, MN
August 31, 1998 - July 1, 1999
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
St. Paul, MN
August 31, 1998 - July 1, 1999

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Current Firm

AF
ALTRUIST FINANCIAL LLC

ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: 8-70244
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

300 S. Pearl Expressway Suite 250, Dallas, TX 75201

Mailing Address

300 S. Pearl Expressway Suite 250, Dallas, TX 75201

Phone Number

(888) 510-4660

Established

Delaware since 10/08/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER—
BAHADORI, MAZI [NMN]CEO AND CCO5749453
BRASIL DE OLIVEIRA, LUIS FERNANDOPRINCIPAL OPERATIONS OFFICER5652832
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

Disclosures

Regulatory Event

1

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(8/18/2023)
RR
Texas
(8/17/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 1998About the Series 66 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2005About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert Allison Mennow's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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