Anthony Richard Gallardo

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

• 07/2009 → 05/2019
  Oppenheimerfunds Distributor, Inc.
  New York, NY
• 05/2019 → 09/2024
  Invesco Distributors, Inc.
  Houston, TX
• 09/2024 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Other Businesses

1) Morristown-Beard School; Non-Investment Related; 70 Whippany Rd., Morristown, NJ 07960; Private School; Position/Title: Golf Coach; Start Date: 12/9/2024; Number of Hours per month: Approx. 10; Number of Hours during trading hours: <10; Duties: Golf Coach for the 2025 Spring Season.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-30
• S63 Uniform Securities Agent State Law Examination
  2013-02-13