RR
Robert Russo
RMR WEALTH BUILDERS
Clark, NJ 07066
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CRD#: 1701484
RR
Professional summary
Robert Russo, CFP®, who also goes by Robert IVan Russo, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Clark, New Jersey and TKG WEALTH ADVISERS LLC located in Clark, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Ivan Russo
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.
1)The Koenig Group LLC. Non-Invest related.1093 Raritan Road, Clark, NJ 07066. Nature of Bus.: Public Accounting Firm. Title: Mng. Member. Hrs per month:200+. Hrs per month during Sec. trading hrs:200. Duties: Accounting services, managing member, tax accounting, & admin of the firm. 2)HR Ease LLC. Non-Invest related. Addr.:1715 N. Westshore Blvd., #200, Tampa, FL 33607. Nature of Bus.: Benefit Admin Platform. Title: Member. Hours per month: 2.Hours per month during Sec. trading hours:1%. Duties: Assist companies in navigating employee benefit admin & decision making. 3)RMR Wealth Builders, Inc. Invest related. Addr.:111 Grove Street Suite 203, Montclair, NJ 07042. Nature of Bus.: RIA & DBA for Securities business, insurance agency, payroll services, HR consulting, benefits admin systems, & other consulting. Title: Ind. Contractor. Hrs per month:20%. Hrs per month during Securities trading hrs:20%. Duties: Ind. Contractor/Financial & Investment Advisor. Offer sales of Securities, Insurance Agent, Payroll, HR, Benefits Admin Consulting & Services. 4)From Tessa With Love Foundation, Inc. Non-Invest related. Addr.: 10 Main Street, Suite 322, Woodbridge, NJ 07095. Nature of Bus.: Non-Profit Foundation. Title: Officer. Hrs per month:5. Hrs per month during Sec. trading hrs: 0. Duties: Provide bookkeeping & accounting services. Filing tax returns & record board minutes. 5) September 11th National Memorial Trail Alliance. Not Investment Related. PO Box 308 New Eagle PA, 15067. Non-Profit Group, Title: Board Member and Treasurer, Start Date 2021-10-01, Start Date: 2024-01-01, 2 hours per month,2 hours per month during trading hours, No Compensation Compensation, "Board Member and member of the finance committee. Duties: Help the organization with reviewing their financial reports, accounting records,. I will not have any authority or control over the organizations funds." 6)TKG Wealth Advisers, LLC; Investment Related; 1093 Raritan Road, 2nd Floor, Clark, NJ 07066; Nature of Bus.: Registered Investment Adviser; Title: Member; Start Date: 1/1/2023; Hrs per month: 20+; Hrs per month during Sec. trading hrs:100%; Duties: Administration & Client Services.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Russo's 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®
CFP®
Start date: 2015
Experience
Current
November 18, 2020 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 1093 Raritan Rd. 2nd Floor, Clark, NJ 07066RIA
CRD#: 169005
Clark, NJ
Current
January 22, 2024 - Present
TKG WEALTH ADVISERS LLC
Office #1: 1093 Raritan Road 2nd Floor, Clark, NJ 07066RIA
CRD#: 324156
CLARK, NJ
Past
August 31, 2012 - February 14, 2024
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Clark, NJ
Past
August 31, 2012 - February 14, 2024
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Clark, NJ
Past
July 29, 2002 - September 4, 2012
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ROSELLE PARK, NJ
Past
December 4, 1998 - September 4, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ROSELLE PARK, NJ
Past
October 28, 1987 - September 21, 1992
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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".
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 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
New Jersey(11/18/2020)
IAR
Texas(11/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 Grove Street Suite 203, Montclair, NJ 07042
Mailing Address
Phone number
(201) 836-2460
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,428 |
| AUM (Assets Under Management) | $ 2,199,565,329 |
Red Flags
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