Unclaimed Profile

James Patrick Barrett

RMR WEALTH BUILDERS, INC.·TEANECK, New Jersey

Clean recordRMR WEALTH BUILDERS, INC.

500 GLENPOINTE CENTRE WEST, 4TH FLOOR, SUITE 39, TEANECK, NJ 07666CRD# 1069051Firm CRD# 169005

Profile Verification

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

Identity

James Patrick Barrett · TEANECK, NJ

Registration

CRD #1069051 · RMR WEALTH BUILDERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Patrick Barrett is a registered financial advisor based in TEANECK, New Jersey, affiliated with RMR WEALTH BUILDERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with James

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

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

Firm Overview

Firm

RMR WEALTH BUILDERS, INC.

AUM

$1.7B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: INSURANCE COMPENSATION

Regulatory

SEC/IARD CRD# 1069051

Firm CRD# 169005

View on FINRA BrokerCheck →

Looking for a financial advisor in TEANECK?

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

Browse TEANECK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Patrick Barrett offer?

James Patrick Barrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEANECK, New Jersey for a consultation.

What are James Patrick Barrett's credentials?

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

Where is James Patrick Barrett located?

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

How does James Patrick Barrett charge for services?

James Patrick Barrett'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 →