Unclaimed Profile

Joseph James Russo

RMR WEALTH BUILDERS, INC.·MONTCLAIR, New Jersey

SIE, Series 4, Series 7, Series 24, Series 63, Series 66Clean record22 years registeredRMR WEALTH BUILDERS, INC.

111 GROVE STREET, MONTCLAIR, NJ 07042CRD# 3063691Firm CRD# 169005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph James Russo · MONTCLAIR, NJ

Registration

CRD #3063691 · RMR WEALTH BUILDERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

RMR WEALTH BUILDERS, INC.

Nov 2014 – present

CALTON & ASSOCIATES, INC.

Aug 2012 – Jan 2023

Montclair, NJ

FINANCIAL NETWORK INVESTMENT CORPORATION

Mar 2004 – Sep 2012

TEANECK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RMR WEALTH BUILDERS, INC.

CRD 169005 · SEC 801-80404

AUM

$1.7B

Regulatory assets under management

Employees

3,965 client accounts

Services offered by RMR WEALTH BUILDERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RMR WEALTH BUILDERS, INC. →

Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MONTCLAIR?

Browse all registered financial advisors in MONTCLAIR, New Jersey or claim this profile if it's yours.

Browse MONTCLAIR Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph James Russo offer?

Joseph James Russo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTCLAIR, New Jersey for a consultation.

What are Joseph James Russo's credentials?

Joseph James Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph James Russo located?

Joseph James Russo is based in MONTCLAIR, New Jersey, working with RMR WEALTH BUILDERS, INC.. Their office serves clients in the MONTCLAIR metropolitan area and surrounding communities.

How does Joseph James Russo charge for services?

Joseph James Russo's firm is compensated through percentage of aum, hourly charges, subscription fees, other: insurance compensation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RMR WEALTH BUILDERS, INC.?

RMR WEALTH BUILDERS, INC. has approximately 47 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →