Unclaimed Profile

Robert Rafael

MRM ASSET ALLOCATION GROUP, INC.·ST LOUIS, Missouri

Series 1, Series 4, Series 24, Series 63, Series 6530 years registeredMRM ASSET ALLOCATION GROUP, INC.

12444 POWERSCOURT DR., ST LOUIS, MO 63131CRD# 370011Firm CRD# 110898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Rafael · ST LOUIS, MO

Registration

CRD #370011 · MRM ASSET ALLOCATION GROUP, INC. · 30 years registered

Brand Profile

Not yet started

Career History

MRM GROUP

Aug 1995 – present

Registrations & Exams

FINRA examinations passed

Series 1

Series 4

Series 24

Series 63

Series 65

Registration record

First registered · August 29, 1995

Years registered · 30

Disclosure History

1982Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MRM ASSET ALLOCATION GROUP, INC.

CRD 110898 · SEC 801-32996

AUM

$84M

Regulatory assets under management

Employees

324 client accounts

Services offered by MRM ASSET ALLOCATION GROUP, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MRM ASSET ALLOCATION GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Rafael offer?

Robert Rafael specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST LOUIS, Missouri for a consultation.

What are Robert Rafael's credentials?

Robert Rafael is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Rafael located?

Robert Rafael is based in ST LOUIS, Missouri, working with MRM ASSET ALLOCATION GROUP, INC.. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.

How does Robert Rafael charge for services?

Robert Rafael's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MRM ASSET ALLOCATION GROUP, INC.?

MRM ASSET ALLOCATION GROUP, INC. has approximately 3 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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