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Michael Luis

Rmr Wealth Builders, Inc.

Montclair, NJ

CRD 6113715

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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:

Current Employers
Rmr Wealth Builders, Inc.

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-08-16
  • NJ RA
    APPROVED
    Since 2019-08-16

Branch Locations

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rmr Wealth Builders, Inc. Montclair NJ 07/2011 12/2022
Calton & Associates, Inc. Montclair NJ 01/2014 12/2022
Rmr Wealth Builders, Inc. Montclair NJ 01/2023 12/2024
Rmr Wealth Builders, Inc. Montclair NJ 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-06
  • S66 Uniform Combined State Law Examination
    2015-07-06

View on SEC IAPD

Nearby Firms

ENCOMPASS MORE ASSET MANAGEMENT LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

Keith S Stecker
MATTHEW BRIAN LEVENS
CHRISTOPHER JOSEPH MCCOY

Nearby Offices

ENCOMPASS MORE ASSET MANAGEMENT LLC · Montclair, NJ
KESTRA PRIVATE WEALTH SERVICES, LLC · Montclair, NJ
J.P. MORGAN SECURITIES LLC · MONTCLAIR, NJ

More in Montclair, NJ

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