Alyssa Cortelyou (CRD# 6562062) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rmr Wealth Builders, Inc. | Montclair, NJ | Jul 2019 - Current | 4 |
| Rmr Wealth Builders, Inc. | Montclair, NJ | Jan 2019 - Current | 5 |
| Calton & Associates, Inc. | Montclair, NJ | Sep 2016 - Current | 7 |
| Rmr Wealth Builders | Teaneck, NJ | Sep 2015 - Jan 2019 | 3 |
| Dairy Queen | Emerson, NJ | Apr 2011 - May 2016 | 5 |
| Student | Westwood, NJ | Aug 2006 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- NJ
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Total Assets Under Management1,696MILLIONS
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Total Number of Accounts3,965ACCOUNTS
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Average Account Value$427,675
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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