James Stephen Bremis

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

• 03/2015 → 09/2018
  Oppenheimerfunds
  New York, NY
• 09/2018 → 07/2025
  Sentinel Benefits & Financial Group
  New York, MA
• 07/2025 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2018-10-10 → 2025-07-10
  Sentinel Pension Advisors, Llc.
  New York, NY
  Wakefield, MA
  Melville, NY
  Odessa, FL
• 2011-08-08 → 2015-03-17
  Sentinel Pension Advisors, Llc.
  Wakefield, MA
  New York, NY

Other Businesses

1) Big Brothers Big Sisters of Tampa Bay; Non-Investment Related; Address: 3001 Executive Drive, Suite 110, Clearwater, FL 33762; Nature of Business: Youth Mentoring & Social Services; Position: Member of the Board of Directors; Title: Board Member; Start Date: 4/29/2026; Hours per month: 8; Hours per month during trading: 2; Duties: Serving on the Board of Directors for Big Brothers Big Sisters of Tampa Bay. Attend board meetings bi-monthly, attend fundraising events.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-05

Designations

• Certified Financial Planner