RMR Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$175,102,580
Clients
178
Advisors
8
across 4 offices
About
RMR Wealth Management advises individuals (including high‑net‑worth clients), retirement plans, and corporate/business clients through discretionary portfolio management and multiple managed‑account programs — Separately Managed Accounts, Multi‑Manager, ETF/Mutual Fund portfolios, Rep‑as‑Portfolio‑Manager, and retirement plan management. The firm also offers general consulting on a project basis (cash flow, estate planning analysis, benefits, and insurance analysis) rather than positioning standalone ongoing financial planning as a primary service.
Advisers at RMR build portfolios using third‑party platforms and managers accessed via Envestnet, SEI, and Fountainhead, tailoring allocations to client objectives, time horizon, and risk tolerance. Their investment menu includes conventional equity and fixed‑income strategies and may include managers or strategies that use derivatives (options and futures) and non‑traditional/alternative approaches for clients meeting suitability criteria.
Certain personnel are also registered representatives of an unaffiliated broker‑dealer and may receive commissions for brokerage services; RMR discloses this affiliation, excludes assets for which such commissions were paid from its advisory programs, and rebates 12b‑1 fees quarterly as a mitigation. The firm also documents potential incentive arrangements — including a minority equity incentive tied to a third‑party manager and written promoter referral agreements — and describes procedures to evaluate and monitor third‑party manager recommendations.
Client services
Expertise
Fee options
Fixed fees for general consulting services ranging from $1,000 to $25,000
Hourly consulting fees ranging from $100 to $400 per hour
Account minimum: $1,000 Minimum fee: $1,000 minimum fee, may be waived based on business considerations Fee-only: General consulting fees charged on a fixed fee basis ranging from $1,000 to $25,000 or hourly basis ranging from $100 to $400 per hour
Main office
See office14 Penn Plaza, Ste 1316
New York NY 10122
Advisors at this office
5
Offices (4)
Most active in
Connecticut · Florida · Indiana · Massachusetts · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
Joseph S
Series 63, Series 65
Port St Lucie, FL
RMR Wealth Management
Joseph Sullivan is a financial advisor with RMR Wealth Management in Port St Lucie, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JWS Capital Management LLC, JWS Compliance LLC, and Forstmann Leff Associates LLC. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and various managed-account programs, utilizing third-party platforms and managers to tailor portfolios according to client objectives and risk tolerance.
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.
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.
Richard T
CFP®, Series 63, Series 65
Morrisville, PA
RMR Wealth Management
Richard Tattory is a CFP® professional with four years of experience at RMR Wealth Management. He previously worked at Fountainhead Capital Management and has owned Tattory Financial Group since 1994. Outside of his advisory role, he is a licensed insurance producer and is involved in the sale of life and health insurance products, as well as real estate sales in New Jersey. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed account programs, utilizing third-party platforms and managers to tailor investment strategies to client objectives and risk tolerance.
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.
Edwin L
CFA®
Westport, CT
RMR Wealth Management
Edwin Lugo II is a CFA® charterholder associated with RMR Wealth Management with three years of industry experience. He previously worked at Franklin Templeton for 15 years and Brown Capital Management, LLC for three years. He is also involved with EL2 Capital, LLC, which he has been part of since 2021. RMR Wealth Management serves individuals, retirement plans, and corporate clients by providing discretionary portfolio management and multiple managed-account programs. The firm customizes portfolios using third-party platforms and managers, incorporating a range of traditional and alternative investment strategies tailored to client objectives and risk tolerance.
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