Tim Evan Schaffer

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

• 01/2015 → 05/2023
  Calton & Associates, Inc.
  Doral, FL
• 10/2020 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2015-01-05 → 2023-05-31
  Calton & Associates, Inc.
  Doral, FL
  Doral, FL
  Tampa, FL
  Tampa, FL
  Palmetto Bay, FL
  Montclair, NJ
  Tampa, FL
• 2008-03-06 → 2015-01-09
  Woodbury Financial Services, Inc.
  Palmetto Bay, FL
  Winter Park, FL
  Doral, FL
• 2007-10-12 → 2008-03-13
  Park Avenue Securities Llc
  Palmetto Bay, FL
  Fort Myers, FL
  Miami, FL
• 2004-01-02 → 2007-10-10
  Park Avenue Securities Llc
  Coral Gables, FL
  Coral Gables, FL
• 2000-04-17 → 2003-12-31
  Dukes & Co Advisory, Inc.
  Virginia Beach, VA

Other Businesses

1) Cheyenne Frontier Days Foundation; Non-Investment Related; Address: 1230 W. 8th Ave., Cheyenne, WY 82001; Nature of Business: 501(c)(3) Charity; Position: Director; Title: Director; Start Date: 07/01/2026; Hours per Month: 20; Hours per Month During Trading Hours: 1; Duties & Responsibilities: Voting Member of the Board of Directors. Monthly 1 hour board meeting. Additional meetings and projects in the evenings and weekends.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-25

Other Names

• Tim Evan Schaffer