Charles Catapano, financial advisor Eastport NY

Charles Catapano

CRD Number: 5270883
Current Firm: Rmr Wealth Builders, Inc.

Charles Catapano (CRD# 5270883) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Eastport, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Rmr Wealth Builders, Inc. Montclair, NJ Oct 2020 - Current 3
Calton & Associates, Inc. Montclair, NJ Dec 2019 - Current 4
Newbridge Securities Corporation Merrick, NY Jul 2018 - Dec 2019 1
Axa Advisors, LLC New York, NY Feb 2018 - Jul 2018 < 1
Unemployed Merrick, NY Dec 2017 - Feb 2018 < 1
Northwell Health/lij Medical Center New Hyde Park, NY Dec 2013 - Dec 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Charles Catapano
Phone Number: (201) 836-2460
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    1,110
    MILLIONS
  • Total Number of Accounts
    2,786
    ACCOUNTS
  • Average Account Value
    $398,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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