Gregory Racki

MONUMENT GROUP WEALTH ADVISORS

Concord, MA 01742

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CRD#: 7384318

Professional summary

Gregory Racki Jr., who also goes by Gregory Racki, is a registered financial advisor currently at MONUMENT GROUP WEALTH ADVISORS, LLC located in Concord, Massachusetts.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gregory has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Racki

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.

I own an estate planning firm (RackiLaw). I provide estate planning advice, trustee services, and probate services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Racki Jr.'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®

None

Experience

Current

June 16, 2021 - Present

MONUMENT GROUP WEALTH ADVISORS, LLC

Office #1: 801 Main Street Suite 14, Concord, MA 01742

RIA

CRD#: 111908

Concord, MA

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".

MONUMENT GROUP WEALTH ADVISORS, LLC

MONUMENT FINANCIAL ADVISORS, LLC | MONUMENT GROUP WEALTH ADVISORS, LLC

CRD#: 111908 / SEC#: 801-60480

RIA

Registered Investment Advisory firm - (8/14/2001 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/16/2021)

IAR

Texas
(8/28/2024)

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

State Security Law Exam

IAR

Series 65

Date: 11/19/2024

Uniform Investment Adviser Law Examination

Current Firm

MONUMENT GROUP WEALTH ADVISORS, LLC

MONUMENT FINANCIAL ADVISORS, LLC | MONUMENT GROUP WEALTH ADVISORS, LLC

CRD#: 111908 / SEC#: 801-60480

RIA

Registered Investment Advisory firm - (8/14/2001 Approved)

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Contact information

Main Address

801 Main Street Suite 14, Concord, MA 01742

Mailing Address

Phone number

(978) 369-7705

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

FORM ADV 2A DISCLOSURE BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	644
AUM (Assets Under Management)	$ 578,785,178

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2025	Cover Page	Report
09/18/2024	Cover Page	Report
01/02/2024	Cover Page	Report

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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Gregory Racki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Racki Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MONUMENT GROUP WEALTH ADVISORS, LLC

Primary Firm SEC Registration

MONUMENT GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2024

Current Firm

MONUMENT GROUP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MONUMENT GROUP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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