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Lore G

Series 63, Series 65

New York, NY

RMR Wealth Management

Lore Gordon is a financial advisor at RMR Wealth Management with 37 years of industry experience. She has been with RMR Wealth Management in New York, NY since 2011. Gordon holds Series 63 and Series 65 licenses. RMR Wealth Management serves individuals, including high-net-worth clients, retirement plans, and corporate/business clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor portfolios across conventional and alternative strategies based on client objectives and risk tolerance.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Mark M

Series 66

New York, NY

RMR Wealth Management

Mark Magnusen is a financial advisor at RMR Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Moors Cabot Inc, Park Avenue Securities, Guardian Life Insurance Company, and Merrill. Outside of his advisory role, Magnusen serves on the boards of several nonprofit organizations focused on youth sports, senior services, adult education, and community development. RMR Wealth Management advises individuals, retirement plans, and business clients through discretionary portfolio management and multiple managed-account programs. The firm tailors investment portfolios using third-party platforms and strategies, including conventional and alternative approaches, to align with client objectives and risk tolerance.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Brian M

Series 63, Series 65, Series 66

New York, NY

RMR Wealth Management

Brian Mayer is a financial advisor at RMR Wealth Management in New York, NY, with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Dinosaur Securities, LLC and McGinn, Smith Advisors LLC. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and various managed-account programs. The firm utilizes third-party platforms and managers to tailor portfolios to client goals, employing a range of equity, fixed-income, and alternative investment strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Scott C

Series 63, Series 65

New York, NY

RMR Wealth Management

Scott Clements is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Fountainhead Capital Management, Merrill, and several asset management firms. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed-account programs, using third-party platforms and a diverse investment menu tailored to client objectives and risk tolerance.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Philip R

Series 63, Series 65

New York, NY

RMR Wealth Management

Philip Rabinovich is a financial advisor at RMR Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Management since 2010. Prior to that, he was with McGinn, Smith Advisors LLC for three years. Outside of his advisory role, he is the managing member of SP Capital Partners LLC, where he is involved in investment selection and management. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and multiple managed-account programs, utilizing third-party platforms and managers to tailor portfolios to client objectives and risk tolerance.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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