Richard T. Tattory

RMR WEALTH MANAGEMENT

Morrisville, PA 19067

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CRD#: 1093626

Professional summary

Richard Thomas Tattory is a registered financial advisor currently at RMR WEALTH MANAGEMENT located in Morrisville, Pennsylvania.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Richard has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Thomas Tattory's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 19, 2025 - Present

RMR WEALTH MANAGEMENT

Office #1: 203 Vernon Pa, Morrisville, PA 19067

RIA

CRD#: 152266

Morrisville, PA

Past

May 4, 2022 - November 14, 2025

FOUNTAINHEAD ADVISORS

RIA

CRD#: 156185

HAMILTON, NJ

Past

April 10, 1995 - March 3, 2006

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

April 17, 1993 - March 30, 1995

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 17, 1993 - March 30, 1995

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

March 28, 1983 - March 11, 1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

March 28, 1983 - March 11, 1993

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RMR WEALTH MANAGEMENT

CRD#: 152266 / SEC#: 801-70823

RIA

Registered Investment Advisory firm - (11/24/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/25/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RMR WEALTH MANAGEMENT

CRD#: 152266 / SEC#: 801-70823

RIA

Registered Investment Advisory firm - (11/24/2009 Approved)

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Contact information

Main Address

14 Penn Plaza Ste 1316, New York, NY 10122

Mailing Address

Phone number

(212) 785-4377

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 135,788,693

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard T. Tattory

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Thomas Tattory's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNTAINHEAD ADVISORS

OSAIC FS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

RMR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/1999

Series 63

Date: 5/15/1989

Series 6

Date: 3/25/1983

Current Firm

RMR WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RMR WEALTH MANAGEMENT

TRUST BUT VERIFY

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