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Gregory Racki

Monument Group Wealth Advisors, LLC

Concord, MA

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Current Employers
Monument Group Wealth Advisors, Llc

801 Main Street Suite 14, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-28
MA RA APPROVED_RES 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2024-08-28
  • MA RA
    APPROVED_RES
    Since 2021-06-16

Branch Locations

801 Main Street Suite 14, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rackilaw Boston MA 07/2009 Present
Monument Group Wealth Advisors Concord MA 05/2021 Present
Cambridge Public Schools Cambridge MA 09/2014 06/2017
  • 07/2009 → Present
    Rackilaw
    Boston, MA
  • 05/2021 → Present
    Monument Group Wealth Advisors
    Concord, MA
  • 09/2014 → 06/2017
    Cambridge Public Schools
    Cambridge, MA
Other Businesses

I own an estate planning firm (RackiLaw). I provide estate planning advice, trustee services, and probate services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-19
  • S65 Uniform Investment Adviser Law Examination
    2024-11-19
Other Names
  • Gregory Racki

View on SEC IAPD

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BAY COLONY ADVISORS · CONCORD, MA
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