Robert Rafael
Professional Summary
Robert Rafael, who also goes by Robert - Rafael, Bahram Rafaelzadeh, is a registered financial advisor currently at MRM GROUP located in St Louis, Missouri. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Robert has worked at 16 firms and has passed the Series 65, Series 63, Series 1, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert - Rafael, Bahram Rafaelzadeh
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 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
54 years in the financial services industry
Current & Past Employments
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Current Firm
MRM ASSET ALLOCATION GROUP INC | MRM GROUP | MRM ASSET ALLOCATION GROUP, INC.
Contact Information
Main Address
12444 Powerscourt Dr. Suite 350, St Louis, MO 63131Phone Number
(314) 628-1100# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
143AUM (Assets Under Management)
$56,062,595Similar 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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State Registrations and Notice Filings
(1/13/2022)
(11/8/2013)
(3/17/2022)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Dec 1971Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Rafael's CRS (Customer Relationship Summary).
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