Nicholas Laverghetta

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

• 10/2022 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 08/2022 → 10/2022
  Bank Of America
  Oakland, NJ
• 04/2017 → 08/2022
  Ncm Capital Management
  Ramsey, NJ
• 06/2018 → 09/2018
  Weber, Shapiro & Company Llp
  Woodcliff Lake, NJ
• 06/2015 → 06/2017
  Stack Sports
  Mahwah, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-21