Keith S Stecker

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

• 02/2012 → 10/2020
  Oppenheimerfunds
  New York, NY
• 12/2021 → 04/2023
  Brookfield Oaktree Wealth Solutions Llc
  New York, NY
• 11/2020 → 11/2021
  Unemployed
  South Orange, NJ
• 01/2025 → 09/2025
  New York Life Insurance Company
  Edison, NJ
• 01/2025 → 09/2025
  Nylife Securities Llc
  Edison, NJ
• 05/2023 → 12/2024
  Unemployed
  South Orange, NJ
• 09/2025 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-01
• S63 Uniform Securities Agent State Law Examination
  1998-12-21

Other Names

• Keith Scott Stecker
• Keith Scott Stecker