Scott J. Clements

RMR WEALTH MANAGEMENT

New York, NY 10122

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CRD#: 2473614

Professional summary

Scott J Clements, AIF®, who also goes by Scott Jon Clements, is a registered financial advisor currently at RMR WEALTH MANAGEMENT located in New York, New York.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Scott has worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Jon Clements

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 Scott J Clements'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 2, 2025 - Present

RMR WEALTH MANAGEMENT

Office #1: 14 Penn Plaza- Suite 1316, New York, NY 10122

RIA

CRD#: 152266

New York, NY

Past

November 15, 2017 - November 14, 2025

FOUNTAINHEAD ADVISORS

RIA

CRD#: 156185

WARREN, NJ

Past

December 22, 2010 - November 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

August 3, 2005 - January 9, 2006

BLACKROCK CAPITAL MANAGEMENT, INC.

RIA

CRD#: 108069

NEW YORK, NY

Past

March 20, 2002 - November 17, 2005

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

CRD#: 17580

BOSTON, MA

Past

April 6, 1999 - March 26, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 27, 1994 - June 6, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

New York
(12/2/2025)

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: 8/2/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/1994

General Securities 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

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.

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Advisor Monitoring

Firm Stability Insights

Scott J. Clements

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott J Clements's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNTAINHEAD ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INVESCO ADVISERS, INC.

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

INVESCO DISTRIBUTORS, INC.

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIVERSOURCE DISTRIBUTORS, INC.

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI DISTRIBUTOR US, INC.

BLACKROCK CAPITAL MANAGEMENT, INC.

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

RMR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2005

Series 63

Date: 6/15/1994

SIE

Date: 11/10/2017

Series 7

Date: 5/26/1994

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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