Richard Thomas Tattory

Employer firm

Rmr Wealth Management CRD 152266

$195M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/2022 → 11/2025
  Fountainhead Capital Management
  Warren, NJ
• 01/1994 → Present
  Tattory Financial Group
  Yardley, PA
• 11/2025 → Present
  Rmr Wealth Management
  New York, NY

Previous Registrations

• 2022-05-04 → 2025-11-14
  Fountainhead Advisors
  Hamilton, NJ
  Warren, NJ

Other Businesses

Licensed Insurance Producer since 1982; Nature of Business/Position: sale of insurance products for multiple life and health insurance companies; Investment-related: No; Address of business: Hamilton, NJ; Approximate number of hours/month: 20; Number of hours/month during securities trading hours: 16. Tattory Financial Group, Inc.; Investment-related: No; Address of business: Hamilton, NJ; Nature of Business: C-Corp established in the state of Pennsylvania for the sale of insurance products; Position: Owner/Licensed Insurance Agent; Start of relationship: 3/2002; Approximate number of hours/month: 20; Number of hours/month during securities trading hours: 16; Duties: Sale of insurance products for multiple life and health insurance companies. Action Lambert Realty; Investment-related: No; Address of business: Nottingham Way, Hamilton NJ 08619; Nature of Business: Real Estate Sales; Position: Salesperson; Start of relationship: 6/1995; Approximate number of hours/month: 4 Hr/week; Number of hours/month during securities trading hours: 0; Duties: Listing Agreements, serve as listing agent for existing clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-24
• S63 Uniform Securities Agent State Law Examination
  1989-05-15

Designations

• Certified Financial Planner