RM
CFP
RM
CFP
Robert Monahan
36 Years of Experience
West Palm Beach, FL
1 DisclosureBrokerSells Insurance
Robert Monahan is a CFP-designated registered investment advisor, based in West Palm Beach, FL, with 36 years of industry experience.
Location
West Palm Beach, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2002Denied
Other Business ActivitiesSells Insurance
Robert is dually-registered as an Investment Advisor Representative and a Registered Representative, dedicating the majority of his time to Elevation Wealth Partners LLC. He also works as an insurance agent, providing insurance advice and dedicating a few hours per week to this activity.
Employment History
Current Registrations
Elevation Wealth Partners LLC
May 2023 - Present · 3 yrs
Purshe Kaplan Sterling InvestmentsBroker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - May 2023 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - May 2023 · 9 yrs 2 mos
Morgan Stanley
October 2009 - March 2014 · 4 yrs 5 mos
Morgan StanleyBroker
June 2009 - March 2014 · 4 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2007 · 13 yrs 8 mos
Lehman Brothers INC.Broker
January 1993 - July 1993 · 6 mos
Educators Financial Management, INC.Broker
October 1989 - February 1993 · 3 yrs 4 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.