Matthew Brian Levens

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

• 02/2015 → 12/2022
  Calton & Associates, Inc.
  Montclair, NJ
• 06/2021 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 01/2023 → 05/2023
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2015-02-20 → 2021-06-04
  Calton & Associates, Inc.
  Montclair, NJ
  Fairfield, CT
  Tampa, FL
• 2011-02-03 → 2015-02-23
  First Midwest Securities, Inc.
  New York, NY
  Bloomington, IL
  Bloomington, IL

Other Businesses

No. 1) Name of Business: After School Rocks. Non-Investment related. Address: 187-08 Union Turnpike, Fresh Meadows, NY 11366. Nature of Business: Music Instruction. Position/Title/Relationship: Board Member. Start Date: 05/19/2015 Hours per month: 6. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Help organize events for the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-01
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Other Names

• Matthew Brian Leven