Adam David Hunt

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

• 10/2005 → 01/2017
  Transamerica Retirement Services
  New York, NY
• 01/2006 → 01/2017
  Diversified Investors Securities Corp
  New York, NY
• 01/2017 → 09/2017
  Transamerica Capital, Inc.
  Denver, CO
• 02/2022 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 09/2017 → Present
  Eztpa
  Malvern, PA

Other Businesses

1) EZTPA, LLC. Not Investment Related. Address: 228 Spring Rd, Malvern, PA, 19355. Nature of Business: Third-Party administrator for 401(k) plans. Position: Director/Owner. Start Date: 1/1/2018. . Hours per month: 240. Hours per month during Securities trading hours: 100%. Duties/Responsibilities: Responsible for the day to day activities of the business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-23

Designations

• Certified Financial Planner