Robert
Munroe
Royal Alliance Associates, Inc
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About this Advisor
Robert Munroe is a financial advisor operating out of Chesterfield, Missouri who has 2 years of relevant experience. Munroe works at Royal Alliance Associates, Inc. Throughout their career, Munroe has worked at Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Cabela'S Inc, Worldwide Recycling Equipment Sales, LLC, Pruvis Industries, LTD, Bates Sales Company and Royal Alliance. Munroe maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Royal Alliance Associates, Inc is an advisory business that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 advisors. It handles $30 billion in assets across its 149,233 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 191 charities and foundations. Of its 149,233 accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fee types charged by Royal Alliance Associates, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Munroe Work History
Robert has been registered as a financial advisor for 2 years.*
Royal Alliance
Mass Mutual Life Insurance Co
Mml Investors Services, LLC
Cabela'S Inc
Worldwide Recycling Equipment Sales, LLC
Pruvis Industries, LTD
Bates Sales Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Munroe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Royal Alliance Associates, Inc
St Louis Park, MN
Bellevue, WA
Grandville, MI
Mishawaka, IN
Fort Wayne, IN
Plano, TX
Mineola, NY
Wayland, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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