Steven Felix Sergio

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

• 02/2014 → 12/2022
  Calton & Associates, Inc.
  Tampa, FL
• 05/2014 → 01/2018
  Rmr Wealth Builders, Inc.
  Teaneck, NJ
• 01/2018 → 01/2019
  Rmr Wealth Builders, Inc.
  Teaneck, NJ
• 01/2019 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2014-10-31 → 2023-01-02
  Calton & Associates, Inc.
  Montclair, NJ

Other Businesses

1) 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 2) FCS Real Estate, LLC. Non-Investment Related. Address: 121 Park Place, Morris Plains, NJ 07950. Nature of Business: Real Estate Investment/Rentals. Position/Title/Relationship: Member. Hours per month: 10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Search for opportunities and manage relationship with strategic partners.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-31

Other Names

• Steven George Patchen