Keith S. Stecker

RMR WEALTH BUILDERS

Montclair, NJ 07042

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CRD#: 3134132

Professional summary

Keith S Stecker MR., CIMA®, who also goes by Keith Scott Stecker Mr., Keith Scott Stecker, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Keith has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith Scott Stecker Mr. | Keith Scott Stecker

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 Keith S Stecker MR.'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 8, 2025 - Present

RMR WEALTH BUILDERS, INC.

Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042

RIA

CRD#: 169005

Montclair, NJ

Past

March 16, 2025 - September 19, 2025

NYLIFE SECURITIES LLC

CRD#: 5167

EDISON, NJ

Past

January 11, 2022 - April 20, 2023

BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC

CRD#: 313390

New York, NY

Past

May 25, 2019 - September 3, 2020

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

NEW YORK, NY

Past

March 2, 2012 - May 25, 2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

August 4, 2007 - February 21, 2012

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NEW YORK, NY

Past

July 18, 2006 - July 16, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

NEW YORK, NY

Past

January 4, 2006 - June 23, 2006

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

October 23, 1998 - April 20, 2005

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

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.

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
(10/8/2025)

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: 10/1/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/22/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 8/23/2019

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/5/2016

General Securities 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

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

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Firm Stability Insights

Keith S. Stecker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith S Stecker MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC

INVESCO DISTRIBUTORS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

PRINCIPAL SECURITIES, INC.

EMPOWER FINANCIAL SERVICES, INC.

LORD ABBETT DISTRIBUTOR LLC

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2025

Series 63

Date: 12/21/1998

SIE

Date: 10/1/2018

Series 7

Date: 12/19/2000

Series 6

Date: 10/22/1998

Series 51

Date: 8/23/2019

Series 24

Date: 1/5/2016

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.

TRUST BUT VERIFY

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