Joseph James Russo

Employer firm

Rmr Wealth Builders, Inc. CRD 169005

$2.89B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 01/2023
  Calton & Associates, Inc.
  Teaneck, NJ
• 01/2004 → Present
  Rmr Wealth Builders, Inc.
  Teaneck, NJ

Previous Registrations

• 2012-08-31 → 2023-01-02
  Calton & Associates, Inc.
  Montclair, NJ
• 2004-03-26 → 2012-09-04
  Cetera Wealth Services, Llc
  Teaneck, NJ

Other Businesses

1) Name of Business: HR Ease, LLC. Non-Investment related. Address: 1715 N Westshore Blvd., #200, Tampa, FL 33607. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Assist companies in navigating employee benefit administrative decision making. I will be a member and assisting in decision making and furthering development of the company. 2) Name of Business: From Tessa with Love Foundation, Inc. Non-Investment related. Address: 10 Main Street, Suite #322, Woodbridge, NJ 07095. Nature of Business: Non-Profit Foundation. Position/Title/Relationship: Director. Hours per month: 5-10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: President/Director to provide leadership, direction, and guidance respective to the mission and vision of the company with the administration of its policies procedures. 3) Name of Business: Wealth Builders Ventures OC, LLC. Not Investment Related. Address: 251 Little Falls Drive C/O Corporation Service Company Wilmington DE, 19808. Nature of Business: LLC formed for investment in Orange Comet. Position: Member. Start Date 04/23/2022. Hours per month: less than 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Member of the LLC. No products or services offered. LLC is formed as a holding company for the Orange Comet investment.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-15
• S63 Uniform Securities Agent State Law Examination
  1998-06-11