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Philip S. Rabinovich

Rmr Wealth Management

New York, NY

CRD 3232299

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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:

Current Employers
Rmr Wealth Management

14 Penn Plaza Ste 1316, New York, NY 10122 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-29
NJ RA APPROVED 2010-01-14
  • NY RA
    APPROVED
    Since 2021-11-29
  • NJ RA
    APPROVED
    Since 2010-01-14

Branch Locations

14 Penn Plaza Ste 1316, New York, NY 10122 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dinosaur Securities New York NY 01/2010 Present
Rmr Wealth Management New York NY 01/2010 Present
  • 01/2010 → Present
    Dinosaur Securities
    New York, NY
  • 01/2010 → Present
    New York, NY
Previous Registrations
  • 2006-08-23 → 2009-04-01
    Mcginn, Smith Advisors Llc
    Albany, NY
Other Businesses

Name of Business: SP Capital Partners LLC Investment-Related: Yes Address: 601 Smith Court, Edgewater, NJ 07020 Nature of Business: Investments Position/Title: Managing Member Start Date: 09/2008 Hours/Month Devoted: 4 hrs/month Hours Devoted during Business Hours: 4 Describe Duties: Investment selection and management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-27
S63 Uniform Securities Agent State Law Examination 1999-06-14
  • S65 Uniform Investment Adviser Law Examination
    2021-11-27
  • S63 Uniform Securities Agent State Law Examination
    1999-06-14
Other Names
  • Philip Stanislav Rabinovich

View on SEC IAPD

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