Rmr Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 152266
- SEC number
- 801-70823
- Firm type
- RIA
- Assets under management
- $195.4M as of Mar 31, 2026
- Website
- www.rmrwm.com ↗
- Phone
- 212-785-4377
- Address
- 14 Penn Plaza, New York, NY, 10122
Advisors at this firm
6 in our index · page 1 of 1
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Scott J ClementsCRD 2473614 · New York, NYIA RegisteredRegistration inactive
-
Lore Marie GordonCRD 1603850 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
-
Mark MagnusenCRD 5744384 · New York, NYIA RegisteredBroker
-
Brian Todd MayerCRD 2640631 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
-
Philip S. RabinovichCRD 3232299 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
-
Richard Thomas TattoryCRD 1093626 · Morrisville, PAIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 152266 ↗
FINRA BrokerCheck record for firm CRD 152266 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.