New York, NY Office
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RMR Wealth Management
Team
Firm-wide stats for RMR Wealth Management
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.
Based on RMR Wealth Management
Expertise
Based on RMR Wealth Management
Location
14 Penn Plaza, Ste 1316
New York NY 10122
Advisors at this office
5
Advisors at this office
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.
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.
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.
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