Edward Albert Majtenyi

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

• 08/2012 → 04/2022
  Calton & Associates, Inc.
  Scottsdale, AZ
• 08/1986 → Present
  Rmr Wealth Builders, Inc.
  Scottsdale, AZ

Previous Registrations

• 2012-08-31 → 2023-01-02
  Calton & Associates, Inc.
  Tampa, FL
  Scottsdale, AZ
• 2002-09-10 → 2012-09-04
  Cetera Wealth Services, Llc
  Scottsdale, AZ

Other Businesses

1) Name of Business: HR Ease LLC. Investment related. Address: 1715 N Westshore Blvd., Suite 200, Tampa, FL 33607. Nature of Business: Technology Company. Position/Title/Relationship: Owner. Hours per month: Undetermined. Hours per month during Securities trading hours: Undetermined. Duties/Responsibilities: Sale of software and services. 2) Name of Business: Wealth Builders Ventures OC, LLC. Not Investment Related. Address: 251 Little Falls Drive C/O Corporation Service Company Wilmington DE, 19808. Nature of Business: LLC formed for investment in Orange Comet. Position: Member. Start Date 04/23/2022. Hours per month: less than 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Member of the LLC. No products or services offered. LLC is formed as a holding company for the Orange Comet investment

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-22
• S63 Uniform Securities Agent State Law Examination
  1985-09-30

Other Names

• Edward Albert Majteni