Investment adviser representative · Monument Retirement & Wealth Advisory, LLC
Robert C. Badali
CRD 2645281 · Allen, TX
At a glance
Robert C. Badali is an investment adviser representative with Monument Retirement & Wealth Advisory, LLC in Allen, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2014, about 12 years ago.
Current advisory firm
- Monument Retirement & Wealth Advisory, LLCSince June 2014Allen, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.