Robert McAlister has been an investment adviser representative at Foundry Financial since February 2025, and is not listed among the firm’s executive officers or direct owners.
Foundry Financial LLC is a Pasadena, CA firm with $233M under management, 184 clients and 10 advisers across 11 offices, as of its September 2026 filing.
Robert McAlister is a Financial Planner at Foundry Financial. He helps entrepreneurs integrate their personal and business finances. His earlier career included working in Congress and in high-growth startups before he started his own practice, and he serves as Entrepreneur-in-Residence for The Idea Village in New Orleans.
Robert McAlister’s longest registration is the current one, 1 year at Foundry Financial since 2025. Before joining Foundry Financial in 2025, Robert McAlister was registered through Meridian Wealth Management, LLC.
- Meridian Wealth Management, LLC– · 1 yearMandeville, LA · Adviser representative · Firm CRD 151523
Professional designations
Listed by Foundry Financial
- WMCP®
Investment adviser representative registrations
Robert McAlister is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- LouisianaSince 12 February 2025
- TexasSince 12 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 January 2022 |
| Series 7TO | General Securities Representative Examination | 21 December 2021 |
| SIE | Securities Industry Essentials Examination | 27 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Robert John McAlister
- CRD
- 7313027
- Firm
- Foundry Financial · CRD 300122
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundryfinancial.org
Where does Robert McAlister work?
Robert McAlister is an investment adviser representative registered through Foundry Financial LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert McAlister a financial advisor?
Yes. Robert McAlister has a current investment-adviser registration in Louisiana and Texas, through Foundry Financial since February 2025.
How many years of experience does Robert McAlister have?
Robert McAlister has 4 years in the financial industry, since December 2021, across 2 adviser firms.
What exams has Robert McAlister passed?
Robert McAlister has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in October 2021.
Where did Robert McAlister work before Foundry Financial?
Before Foundry Financial, Robert McAlister was registered through Meridian Wealth Management, LLC, September 2023 to February 2025.
Is Robert McAlister registered with FINRA?
No. Robert McAlister has no current broker registration.
How can I verify Robert McAlister’s record?
Search CRD 7313027 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert McAlister’s full registration record.
