Nicholas S. Choman
Professional summary
Nicholas Steven Choman, who also goes by Nick Steven Choman, Nicholas Choman, is a registered financial advisor currently at A.G.P. / ALLIANCE GLOBAL PARTNERS located in Rochelle Park, New Jersey and RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Nicholas has worked at 14 firms and has passed the Series 65, Series 63, Series 72, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Steven Choman's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2023 - Present
A.G.P. / ALLIANCE GLOBAL PARTNERS
Office #1: 365 W Passaic Street Ste #275, Rochelle Park, NJ 07662April 22, 2026 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042December 1, 2023 - Present
A.G.P. / ALLIANCE GLOBAL PARTNERS
Office #1: 365 W Passaic Street Ste #275, Rochelle Park, NJ 07662November 9, 2021 - December 22, 2023
AEGIS CAPITAL CORP.
November 9, 2021 - December 22, 2023
AEGIS CAPITAL CORP.
April 22, 2021 - October 22, 2021
LPL FINANCIAL LLC
April 22, 2021 - October 22, 2021
LPL FINANCIAL LLC
March 12, 2019 - April 26, 2021
VOYA FINANCIAL ADVISORS, INC.
March 11, 2019 - April 26, 2021
VOYA FINANCIAL ADVISORS, INC.
January 3, 2018 - March 11, 2019
VISION RETIREMENT
October 22, 2014 - November 29, 2018
LPL FINANCIAL LLC
October 22, 2014 - April 5, 2019
LPL FINANCIAL LLC
July 18, 2002 - November 20, 2014
CUNA BROKERAGE SERVICES, INC.
September 15, 1999 - November 20, 2014
CUNA BROKERAGE SERVICES, INC.
April 26, 1999 - September 20, 1999
FLEET ENTERPRISES, INC.
September 22, 1998 - March 12, 1999
CITICORP INVESTMENT SERVICES
August 20, 1997 - September 4, 1998
PNC BROKERAGE CORP
April 15, 1997 - August 25, 1997
COMPULIFE INVESTOR SERVICES, INC.
February 2, 1996 - April 9, 1997
PNC BROKERAGE CORP
April 29, 1994 - May 30, 1996
ESSEX NATIONAL SECURITIES, LLC
April 15, 1994 - May 3, 1994
SEI INVESTMENTS DISTRIBUTION CO.
November 9, 1993 - April 22, 1994
MARKETING ONE SECURITIES, INC.
Primary Firm SEC Registration
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/1/2023)
(12/4/2023)
(12/1/2023)
(12/5/2023)
(12/1/2023)
(12/8/2023)
(12/1/2023)
(1/2/2024)
(12/1/2023)
(12/1/2023)
(12/1/2023)
(12/1/2023)
(12/1/2023)
(12/1/2023)
Exams
Series 72
Date: 1/2/2023
Government Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,069 |
| AUM (Assets Under Management) | $ 2,885,624,988 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
