Marc Alexander Guido

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

• 02/2016 → 01/2017
  Commonwealth Financial Network
  Waltham, MA
• 02/2016 → 01/2017
  David Elefant Wealth Management Group
  Rockaway, NJ
• 01/2017 → 09/2017
  Unemployed
  North Caldwell, NJ
• 09/2017 → 09/2017
  David Lerner Associates
  Teaneck, NJ
• 10/2017 → 10/2017
  Summit Equities, Inc.
  Parsippany, NJ
• 10/2017 → 10/2017
  Summit Risk Management, Inc.
  Parsippany, NJ
• 10/2017 → 10/2017
  Summit Financial Resources, Inc.
  Parisppany, NJ
• 01/2018 → 05/2018
  Hennion & Walsh
  Parsippany, NJ
• 01/2017 → 02/2019
  Cash Cash, Llc
  Roseland, NJ
• 02/2019 → 12/2022
  Calton & Associates, Inc.
  Teaneck, NJ
• 02/2019 → 12/2021
  Rmr Wealth Builders, Inc.
  Teaneck, NJ
• 01/2022 → 12/2023
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 01/2024 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2019-02-15 → 2023-01-02
  Calton & Associates, Inc.
  Montclair, NJ
• 2018-01-23 → 2018-05-31
  Hennion & Walsh Asset Management, Inc.
  Parsippany, NJ
• 2017-10-10 → 2017-11-03
  Summit Equities, Inc.
  Parsippany, NJ
• 2017-10-11 → 2017-11-03
  Summit Financial Resources Inc
  Parsippany, NJ
• 2016-03-08 → 2017-01-10
  Commonwealth Financial Network
  Rockaway, NJ
• 2012-10-01 → 2014-12-01
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

No. 1) Name of Business: Parabolic Performance & Rehab. Non-Investment related. Address: 111 Midtown Bridge Street, Hackensack, NJ 07601. Nature of Business: Performance Coach/Personal Trainer. Position/Title/Relationship: Employee. Hours per month: 48. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Personal Training, Cleaning facility, Team Private, and Semi Private Training Sessions. No. 2) Name of Business: Floyd Hall Arena Enterprises. Non-Investment related. Address: 1 Hall Drive, Little Falls, NJ 07424. Nature of Business: Hockey Coach for Youth athletes. Position/Title/Relationship: Employee. Hours per month: 20. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Coordinating practices and coaching games.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-28

Other Names

• Marc Guido