A complete list of active advisors currently associated with RMR Wealth Management
Warmer can help you find a great advisor at RMR Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at RMR Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse RMR Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 28
| |
New York, NY
| 37
| |
Westport, CT
| 3
| |
New York, NY
| 16
| |
New York, NY
| 30
| |
New York, NY
| 27
| |
Port St Lucie, FL
| 3
| |
Morrisville, PA
| 4
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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