Robert A. Tempchin

R & M WEALTH MANAGEMENT

Bethesda, MD 20817

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CRD#: 4060412

Professional summary

Robert Adam Tempchin is a registered financial advisor currently at R & M WEALTH MANAGEMENT, LLC located in Bethesda, Maryland.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

RUBINO & COMPANY CHARTERED; NOT INVESTMENT RELATED. NATURE OF BUSINESS--ACCOUNTING & TAX PREPARATION. POSITION- ACCOUNTANT. START: 01/2019-PRESENT. HOURS -- 160/MONTH; TRADING DAY - 8 HOURS. DUTIES - GENERAL ACCOUNTING/DATA ENTRY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Adam Tempchin's 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®

None

Experience

Current

August 31, 2022 - Present

R & M WEALTH MANAGEMENT, LLC

Office #1: 6903 Rockledge Drive Suite 1200, Bethesda, MD 20817

RIA

CRD#: 170106

Bethesda, MD

Past

October 29, 2009 - December 31, 2020

JORDAN TEMPCHIN & ASSOCIATES, PC

RIA

CRD#: 151240

SILVER SPRING, MD

Past

May 12, 2004 - November 23, 2009

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

SILVER SPRING, MD

Past

April 9, 2001 - May 5, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

January 6, 2000 - August 22, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Maryland
(8/31/2022)

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 66

Date: 6/30/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/5/2000

General Securities Representative Examination

Current Firm

R & M WEALTH MANAGEMENT, LLC

ALBERT, DAVID | R & M WEALTH MANAGEMENT, LLC | R & M WEALTH MANAGEMENT SERVICES, LLC

CRD#: 170106 / SEC#:

Maryland

Registered Investment Advisory firm - (5/13/2014 Approved)

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Contact information

Main Address

6903 Rockledge Drive Suite 1200, Bethesda, MD 20817

Mailing Address

Phone number

(301) 564-3636

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Robert A. Tempchin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Adam Tempchin's CRS (Customer Relationship Summary).

Certified licenses

Experience

R & M WEALTH MANAGEMENT, LLC

JORDAN TEMPCHIN & ASSOCIATES, PC

AVANTAX INVESTMENT SERVICES, INC.

PARK AVENUE SECURITIES LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2009

Series 7

Date: 1/5/2000

Current Firm

R & M WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

R & M WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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