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Alexander Robert Salton

Rmr Wealth Builders, Inc.

Montclair, NJ

CRD 5569177

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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 2023-11-15
NY RA APPROVED 2023-11-08
TX RA APPROVED 2023-11-08
  • NJ RA
    APPROVED
    Since 2023-11-15
  • NY RA
    APPROVED
    Since 2023-11-08
  • TX RA
    APPROVED
    Since 2023-11-08

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
Northwestern Mutual Investment Services Llc New York NY 03/2019 05/2019
Unemployed/Self Employed Nyack NY 04/2017 03/2019
Legg Mason Asset Management New York City NY 09/2010 04/2017
Raymond James Financial Services, Inc. Hauppauge NY 06/2019 11/2023
Raymond James Financial Services Advisors, Inc. Hauppauge NY 01/2022 11/2023
Rmr Wealth Builders, Inc. Montclair NJ 11/2023 01/2025
Rmr Wealth Builders, Inc. Montclair NJ 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-09-18
  • S63 Uniform Securities Agent State Law Examination
    2008-09-18
Designations
  • Certified Financial Planner
Other Names
  • Alexander Salton
  • Alexander Robert Salton
  • Alex Salton

View on SEC IAPD

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