Robert Francis Monahan
Investment adviser representative at Elevation Wealth Partners LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$219.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Elevation Wealth Partners LLCMay 2023 to now
- Purshe Kaplan Sterling Investments, Inc.May 2023 to now
- Bank of America, N.A.May 2014 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2014 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Elevation Wealth Partners LLC
$219.6MAssets managed
101Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1997136
- Firm CRD
- 324951