Robert John Mcalister
Investment adviser representative at Foundry Financial LLC
11 yearsExperience
2 statesRegistered in
$232.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Robert McalisterJan 2026 to now
- Foundry Financial LLCFeb 2025 to now
- Mcalister Ventures, LLCOct 2023 to now
- Robert Mcalister, Sole ProprietorSep 2023 to now
- Meridian Wealth ManagementSep 2023 to Feb 2025
- Northwestern Mutual Investment Services, LLCDec 2020 to Sep 2023
- Extreme Cold, LLC dba KysekJul 2020 to Nov 2020
- Tusa Specialty Coffee, LLC dba the Coffee QuestOct 2019 to Apr 2020
- Vigilante Coffee LLCFeb 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Foundry Financial LLC
$232.6MAssets managed
184Clients
10Advisers
1 yearIn 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
- 7313027
- Firm CRD
- 300122