Stuart Michael Simchowitz

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

• 01/1996 → Present
  Sammax Consultants, Ltd
  Katanah, NY
• 10/2014 → 12/2022
  Calton & Associates, Inc.
  Montclair, NJ
• 05/2020 → 12/2022
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 01/2023 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2014-10-16 → 2022-03-31
  Calton & Associates, Inc.
  Montclair, NJ
  Teaneck, NJ
  Tampa, FL
  Tampa, FL
  Scarsdale, NY
• 2008-06-19 → 2015-04-01
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2008-03-04 → 2008-11-12
  Nrp Advisors, Inc.
  White Plains, NY
• 2007-05-18 → 2008-10-15
  Nrp Financial, Inc.
  Bryan, OH
  White Plains, NY
• 2004-08-06 → 2007-05-21
  Bcg Securities, Inc.
  White Plains, NY
  Cherry Hill, NJ
  White Plains, NY
• 2003-08-01 → 2004-08-05
  Walnut Street Securities, Inc.
  St. Louis, MO
• 2001-01-10 → 2003-08-01
  Nathan & Lewis Securities, Inc.
  Katanah, NY

Other Businesses

1) Sammax Consultants, LTD; Investment related; Address: 110 Norman Rd., New Rochelle NY, 10804-3110; Nature of Business: Bookkeeping & Administration; Position: Owner; Title: President/CEO; Start Date: 12/01/1995; Hours per Month: 5. Hours per Month During Trading Hours: 5. Duties & Responsibilities: Bookkeeping & Administration.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-17
• S63 Uniform Securities Agent State Law Examination
  1986-11-19