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Current Employers
Rmr Wealth Management

14 Penn Plaza Ste 1316, New York, NY 10122 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-07
CT RA APPROVED 2025-10-17
NY RA APPROVED 2025-10-17
  • MA RA
    APPROVED
    Since 2025-11-07
  • CT RA
    APPROVED
    Since 2025-10-17
  • NY RA
    APPROVED
    Since 2025-10-17

Branch Locations

14 Penn Plaza Ste 1316, New York, NY 10122 • 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
Edward Jones Investments Fairfield CT 06/2015 01/2017
Fidelity Brokerage Services Stamford CT 01/2017 11/2017
Pruco Securities Llc White Plains NY 01/2018 02/2020
Prudential Insurance Company Of America White Plains NY 01/2018 02/2020
Unemployed Norwalk CT 11/2017 12/2017
Guardian Life Insurance Company Rye Brook NY 03/2020 05/2023
Park Avenue Securities Rye Brook NY 03/2020 05/2023
Moors Cabot Inc Westport CT 05/2023 10/2025
Dinosaur Financial Group, Llc New York NY 10/2025 Present
Rmr Wealth Management New York NY 10/2025 Present
  • 06/2015 → 01/2017
    Edward Jones Investments
    Fairfield, CT
  • 01/2017 → 11/2017
    Fidelity Brokerage Services
    Stamford, CT
  • 01/2018 → 02/2020
    White Plains, NY
  • 01/2018 → 02/2020
    Prudential Insurance Company Of America
    White Plains, NY
  • 11/2017 → 12/2017
    Unemployed
    Norwalk, CT
  • 03/2020 → 05/2023
    Guardian Life Insurance Company
    Rye Brook, NY
  • 03/2020 → 05/2023
    Park Avenue Securities
    Rye Brook, NY
  • 05/2023 → 10/2025
    Moors Cabot Inc
    Westport, CT
  • 10/2025 → Present
    Dinosaur Financial Group, Llc
    New York, NY
  • 10/2025 → Present
    New York, NY
Previous Registrations
Other Businesses

1) Norwalk Junior Soccer Association, Non investment related, Board member, Address: P.O. Box 415, Belden Avenue, Norwalk, CT 06852 Start Date: 05/2011, 2 hours per month, 0 during securities trading hours. Review financial assistance applications, train, and monitor volunteer coaches. 2) Norwalk Senior Center, Non investment related, Board Member, Secretary, Address: 11 Allen Road, Norwalk, CT 06851, Activities & Services for Seniors. Start Date: 01/01/2014, 2 hours per month, 0 during securities trading hours, Serve on Board of Directors. 3) First Presbyterian Church of New Cannan, Non investment related, 178 Denoke Ridge, New Canaan CT 06840, Church, Religious Organization, Started 2012, 10 hours per month, 0 hours during securities trading hours, Role: Elder for Adult Education, Oversee Church's activities relating to adult education. 4) Grassrouts Tennis & Education, Non investment related, 11 Ingalls Ave, Norwalk CT 06854, Youth Tennis and Education, Advisory Board Member started 2009, 10 hours per month, 0 hours during securities trading hours. Assist with fundraising, 5) 2 Wings International, Non investment related, 1010 Washington Blvd, Stamford CT 06901, Nature of business: Reinsurance and risk solutions, Consultant, started 9/2025, 25 hours per month, 10 hours per month during securities trading hours, Consulting/accounting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-04
  • S66 Uniform Combined State Law Examination
    2010-03-04
Other Names
  • Mark Nene Magnusen
  • Mark Magnusen
  • Mark N Magnusen

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