Michael O. Reedy

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CRD#: 3114264

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Owen Reedy was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1998. Michael had worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 24, Series 26 and Series 28 exams.

Question & Answer

Are you a "fiduciary"?

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.

No. 1) Name of Business: Springmor Inc., DBA Michael Reedy CPA. Investment related. Address: 305 N Parsons Ave, Brandon, FL 33510. Nature of Business: Accounting, Tax business advice and real estate sales/rentals. Position/Title/Relationship: Officer. Hours per month: 100. Hours per month during Securities trading hours: 75%. Duties/Responsibilities: Owner. No. 2) Name of Business: RMR Wealth Builders, Inc. Investment related. Address: 500 Glenpointe Centre W, Teaneck, NJ 07666. Nature of Business: RIA and DBA for financial services, and insurance business. Position/Title/Relationship: Independent Contractor/IAR. Start Date: 09/01/2015. Hours per month: 5-10. Hours per month during Securities trading hours: 100%. Duties/Responsibilities: Activities include advisory, fixed and variable insurance life, health, disability, fixed and variable annuities, long term care, human resources, and payroll vendors. No. 3) Name of Business: Hickory Lakes Manor Home Owners Assoc, Inc. Non-Investment related. Address: 706 Covington Court, Seffner, FL 33584. Nature of Business: HOA activities. Position/Title/Relationship: Officer. Start Date: 03/03/2020. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Sign documents, chair meetings, participate in decisions with the board.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 18, 2020 - July 10, 2023

RMR WEALTH BUILDERS, INC.

RIA

CRD#: 169005

Seffner, FL

Past

September 16, 2015 - March 22, 2022

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Seffner, FL

Past

October 26, 2007 - March 22, 2022

CALTON & ASSOCIATES, INC.

CRD#: 20999

BRANDON, FL

Past

March 19, 2001 - November 2, 2007

GUNNALLEN FINANCIAL, INC

CRD#: 17609

BRANDON, FL

Past

September 28, 1998 - March 16, 2001

THE FIRST AMERICAN INVESTMENT BANKING CORPORATION

CRD#: 39263

TAMPA, FL

Past

September 11, 1998 - October 9, 1998

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

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 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 9/14/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/1/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/10/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/10/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 4/24/2000

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 28

Date: 11/23/1999

Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

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)

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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

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RMR WEALTH BUILDERS, INC. WRAP BROCHURE (9/25/2025)

RMR WEALTH BUILDERS, INC. ADV BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	4,428
AUM (Assets Under Management)	$ 2,199,565,329

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

Michael O. Reedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

GUNNALLEN FINANCIAL, INC

THE FIRST AMERICAN INVESTMENT BANKING CORPORATION

LEGACY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2015

Series 63

Date: 5/1/2004

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2000

Series 6

Date: 9/10/1998

Series 24

Date: 6/10/2003

Series 26

Date: 4/24/2000

Series 28

Date: 11/23/1999

Current Firm

RMR WEALTH BUILDERS, INC.

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RMR WEALTH BUILDERS, INC.

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