Tyler Fielding Whitehouse

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 → 12/2022
  Calton & Associates, Inc.
  Montclair, NJ
• 08/2018 → Present
  Rmr Wealth Builders, Inc
  Montclair, NJ

Previous Registrations

• 2014-03-28 → 2023-01-02
  Calton & Associates, Inc.
  Montclair, 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 Administrative Platform. Position/Title/Relationship: Member. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Assist in the growth and development of the company. 2) Name of Business: From Tessa with Love Foundation, Inc. Non-Investment related. Address: 10 Main St, Suite #322, Woodbridge, NJ. Nature of Business: Non-Profit Foundation. Position/Title/Relationship: Member. Hours per month: 5-10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Assist with various foundation businesses. 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

• S65 Uniform Investment Adviser Law Examination
  2014-03-27
• S63 Uniform Securities Agent State Law Examination
  2003-02-24

Designations

• Certified Financial Planner

Other Names

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