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Steven Felix Sergio

RMR WEALTH BUILDERS, INC.·MONTCLAIR, New Jersey
Unclaimed Profile
111 GROVE STREET, MONTCLAIR, NJ 07042CRD# 6116424Firm CRD# 169005
01

About

Steven Felix Sergio is a registered financial advisor based in MONTCLAIR, New Jersey, affiliated with RMR WEALTH BUILDERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC.
AUM
$1.7B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at RMR WEALTH BUILDERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: INSURANCE COMPENSATION
Regulatory
SEC/IARD CRD# 6116424
Firm CRD# 169005
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Felix Sergio offer?
Steven Felix Sergio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTCLAIR, New Jersey for a consultation.
What are Steven Felix Sergio's credentials?
Steven Felix Sergio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Felix Sergio located?
Steven Felix Sergio 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 Steven Felix Sergio charge for services?
Steven Felix Sergio'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.
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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