Rmr Wealth Builders, Inc.

Rmr Wealth Builders, Inc. (CRD# 169005) is a financial advisory firm headquartered in Montclair, NJ. They manage $1,695,730,206 in 3,965 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,696
    MILLION
  • Total Number of Accounts
    3,965
    ACCOUNTS
  • Average Account Value
    $427,675
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Rmr Wealth Builders, Inc.
Showing 21 - 30 of 40 top financial advisors.
21
Douglas R. Roth
CRD#: 1185172
111 Grove Street, Suite 203, Montclair, NJ 07042

Douglas Roth (CRD# 1185172) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 38 years of experience in the finance industry.

22
Joseph J. Russo
CRD#: 3063691
111 Grove Street, Suite 203, Montclair, NJ 07042

Joseph Russo (CRD# 3063691) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 25 years of experience in the finance industry.

23
Robert Russo
CRD#: 1701484
111 Grove Street, Suite 203, Montclair, NJ 07042

Robert Russo (CRD# 1701484) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 20 years of experience in the finance industry.

24
Tim E. Schaffer
CRD#: 2119044
Palmetto Bay, FL

Tim Schaffer (CRD# 2119044) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Palmetto Bay, FL and has over 24 years of experience in the finance industry.

25
Steven F. Sergio
CRD#: 6116424
111 Grove Street, Suite 203, Montclair, NJ 07042

Steven Sergio (CRD# 6116424) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 9 years of experience in the finance industry.

26
Stuart M. Simchowitz
CRD#: 1520085
111 Grove Street, Suite 203, Montclair, NJ 07042

Stuart Simchowitz (CRD# 1520085) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 37 years of experience in the finance industry.

27
John W. Sokolowski
CRD#: 5193515
111 Grove Street, Suite 203, Montclair, NJ 07042

John Sokolowski (CRD# 5193515) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 16 years of experience in the finance industry.

28
James M. Sosinski
CRD#: 7001736
111 Grove Street, Suite 203, Montclair, NJ 07042

James Sosinski (CRD# 7001736) 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.

29
Jared Weber
CRD#: 5333487
55 Greens Farm Road, Suite 200-16, Westport, CT 06880

Jared Weber (CRD# 5333487) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Westport, CT and has over 16 years of experience in the finance industry.

30
Tyler F. Whitehouse
CRD#: 4630308
111 Grove Street, Suite 203, Montclair, NJ 07042

Tyler Whitehouse (CRD# 4630308) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 21 years of experience in the finance industry.

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