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Advisors / Missouri / St. Louis
8yrs

Robert Munroe

Financial advisor at Cambridge Investment Research Advisors

Based in St. Louis, Missouri, Robert Munroe is a fiduciary financial advisor with 8 years of industry experience. Robert joined Cambridge Investment Research Advisors in 2026, after a year at Commonwealth Financial Network and four years at Osaic Wealth. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.

St. Louis, MOFiduciary advisor

At a glance

Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeSt. Louis, MO
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2026 – now
  2. Jan 2025 – Mar 2026
  3. 2021 – 2025
  4. 2019 – 2021

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Robert Munroe. Robert works from the St. Louis, MO office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2019, about 8 years. 8 years in the industry.

What licenses does Robert hold?

Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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