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Dominic Aceto

Rmr Wealth Builders, Inc.

Montclair, NJ

CRD 6987813

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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 2020-08-13
  • NJ RA
    APPROVED
    Since 2020-08-13

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
Calton & Associates, Inc Montclair NJ 08/2016 12/2022
Enzos Restaurant Bronx NY 06/2016 01/2020
Rmr Wealth Builders, Inc. Montclair NJ 07/2018 12/2022
Student Bronx NY 08/2008 05/2017
Rmr Wealth Builders, Inc, Montclair NJ 11/2022 07/2025
Rmr Wealth Builders, Inc. Montclair NJ 07/2025 Present
Previous Registrations
Other Businesses

1) 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-18
S63 Uniform Securities Agent State Law Examination 2019-12-05
  • S65 Uniform Investment Adviser Law Examination
    2020-02-18
  • S63 Uniform Securities Agent State Law Examination
    2019-12-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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