RM
Robert J. Mcalister
FOUNDRY FINANCIAL LLC
Mandeville, LA
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CRD#: 7313027
RM
Professional summary
Robert John Mcalister is a registered financial advisor currently at FOUNDRY FINANCIAL LLC located in Mandeville, Louisiana.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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) McAlister Ventures, LLC; No; Mandeville, LA; Business Consulting; Owner/ President; 10/2023; 5/ HRS MO; 5/ HRS MO (2) Robert McAlister, Sole Proprietor; Yes; Mandeville, LA; Insurance Sales; Insurance Agent; 09/2023; 15/ HRS MO; 15/ HRS MO
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Mcalister's 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®
NoneExperience
Current
February 12, 2025 - Present
FOUNDRY FINANCIAL LLC
RIA
CRD#: 300122
Mandeville, LA
Past
September 20, 2023 - February 7, 2025
MERIDIAN WEALTH MANAGEMENT, LLC
RIA
CRD#: 151523
Mandeville, LA
Past
December 21, 2021 - September 12, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Mandeville, LA
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".
FF
FOUNDRY FINANCIAL LLC
FOUNDRY FINANCIAL LLC | FOUNDRY FINANCIAL, LLC
CRD#: 300122 / SEC#: 801-133770
RIA
Registered Investment Advisory firm - (6/27/2025 Approved)California
Registered Investment Advisory firm - (8/21/2025 Terminated)District of Columbia
Registered Investment Advisory firm - (7/22/2025 Terminated)Florida
Registered Investment Advisory firm - (7/22/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/22/2025 Terminated)Texas
Registered Investment Advisory firm - (7/22/2025 Terminated)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.Highlighted states indicate IAR registrations
IAR
Louisiana(2/12/2025)
IAR
Texas(2/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/21/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
FF
FOUNDRY FINANCIAL LLC
FOUNDRY FINANCIAL LLC | FOUNDRY FINANCIAL, LLC
CRD#: 300122 / SEC#: 801-133770
RIA
Registered Investment Advisory firm - (6/27/2025 Approved)California
Registered Investment Advisory firm - (8/21/2025 Terminated)District of Columbia
Registered Investment Advisory firm - (7/22/2025 Terminated)Florida
Registered Investment Advisory firm - (7/22/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/22/2025 Terminated)Texas
Registered Investment Advisory firm - (7/22/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
479 S Marengo Ave, Pasadena, CA 91101
Mailing Address
Phone number
(213) 802-8662
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 443 |
| AUM (Assets Under Management) | $ 104,707,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
