John William Sokolowski

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

• 01/2014 → 12/2020
  The Roosevelt Investment Group, Inc.
  New York, NY
• 05/2014 → 11/2017
  Unified Financial Securities, Inc.
  Indianapolis, IN
• 12/2020 → 06/2023
  The Roosevelt Investment Group, Llc
  New York City, NY
• 02/2023 → 06/2023
  Ci Roosevelt Private Wealth
  Lincroft, NJ
• 01/2023 → 06/2023
  Cipw Service Company, Llc
  Lincroft, NJ
• 06/2023 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2015-07-07 → 2023-06-23
  Roosevelt Investments
  Miami, FL
• 2023-02-24 → 2023-06-23
  Corient
  New York, NY
  Lincroft, NJ
• 2007-06-15 → 2014-01-13
  Alliancebernstein L.P.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2007-06-14

Other Names

• Sean Sokolowski