Philip S. Rabinovich
Professional summary
Philip S. Rabinovich, who also goes by Philip Stanislav Rabinovich, is a registered financial advisor currently at RMR WEALTH MANAGEMENT located in New York, New York and DINOSAUR FINANCIAL GROUP, L.L.C located in New York, New York.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Philip has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip S. Rabinovich's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2010 - Present
RMR WEALTH MANAGEMENT
Office #1: 14 Penn Plaza Ste 1316, New York, NY 10122January 4, 2010 - Present
DINOSAUR FINANCIAL GROUP, L.L.C
Office #1: 14 Penn Plaza Suite 1316, New York, NY 10122August 23, 2006 - April 1, 2009
MCGINN, SMITH ADVISORS LLC
July 25, 2001 - December 31, 2009
MCGINN, SMITH & CO., INC.
May 27, 1999 - May 30, 2001
MERCER PARTNERS INCORPORATED
Primary Firm SEC Registration
RMR WEALTH MANAGEMENT
CRD#: 152266 / SEC#: 801-70823
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/4/2010)
(10/19/2011)
(4/29/2013)
(1/4/2010)
(1/4/2010)
(5/28/2013)
(1/25/2010)
(1/25/2010)
(2/2/2010)
(8/23/2019)
(1/4/2010)
(1/14/2010)
(1/4/2010)
(11/29/2021)
(4/12/2013)
(7/5/2012)
(4/9/2025)
(5/23/2013)
(7/25/2013)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
RMR WEALTH MANAGEMENT
CRD#: 152266 / SEC#: 801-70823
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 208 |
| AUM (Assets Under Management) | $ 135,788,693 |
Red Flags
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