Ryan Goudie

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

• 09/2018 → 01/2019
  Mml Investors Services
  Edison, NJ
• 11/2016 → 03/2017
  Nylife Securities Llc
  Edison, NJ
• 09/2011 → 09/2016
  Fun Services
  Fairfield, NJ
• 03/2017 → 01/2019
  Massmutual Nj-Nyc
  Edison, NJ
• 06/2015 → 09/2016
  Perdue
  Vineland, NJ
• 07/2019 → 12/2022
  Calton & Associates, Inc.
  Montclair, NJ
• 01/2019 → 12/2021
  Rmr Wealth Builders
  Montclair, NJ
• 01/2022 → 12/2024
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 01/2025 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2020-09-29 → 2023-01-02
  Calton & Associates, Inc.
  Montclair, NJ

Other Businesses

1) Name of Business: MassMutual. Non-Investment related. Address: 1295 State Street, Springfield, MA 01111. Nature of Business: Insurance Renewals. Position/Title/Relationship: Agent. Start Date: 01/01/2018. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Insurance renewals. No active duties and responsibilities. Not actively soliciting new business just receiving renewals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-28
• S63 Uniform Securities Agent State Law Examination
  2019-11-04

Designations

• Certified Financial Planner