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Christopher Joseph Mccoy

RMR WEALTH BUILDERS
FAIRFIELD, CT
·CRD# 4113108·26 years experience

Professional Summary

Christopher Joseph Mccoy is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Fairfield, Connecticut. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

RMR WEALTH BUILDERS, INC.·CRD# 169005
RIA
Fairfield, CT
January 22, 2019 - Present
CALTON & ASSOCIATES, INC.·CRD# 20999
RIA
Montclair, NJ
February 10, 2015 - January 22, 2019
CALTON & ASSOCIATES, INC.·CRD# 20999
BD
Montclair, NJ
August 31, 2012 - December 20, 2022
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Teaneck, NJ
April 25, 2007 - September 5, 2012
EASTBROOK CAPITAL GROUP LLC·CRD# 39781
BD
New York, NY
January 24, 2000 - May 29, 2007

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Current Firm

RW
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 - SEC (10/14/2014 Approved)

Contact Information

Main Address

111 Grove Street Suite 203, Montclair, NJ 07042

Phone Number

(201) 836-2460

# of Employees

64

SEC notice filing (41 States and Territories)

Registered to provide investment advisory services in 41 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RMR WEALTH BUILDERS, INC. WRAP BROCHURE (4/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,069

AUM (Assets Under Management)

$2,885,624,988

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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.

1) Name of Business: Fairfield CT Parks and Recreation Commission. Non-Investment related. Address: 75 Mill Plain Rd, Fairfield, CT 06824. Nature of Business: Parks and Recreation programs and facilities. Position/Title/Relationship: Commissioner. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: The parks and Rec Commission consults with the Parks and Rec director and makes recommendations to the Town Bodies regarding policies for planning, development and use of the Town's Parks and Rec Programs and facilities. 2) Name of Business: Gerson Lehrman Group. Non-Investment related. Address: 60 East 42nd St., 3rd Floor, New York, New York 10165. Nature of Business: Research Firm. Position/Title/Relationship: Consultant. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Consulting with clients leading investment firms, corporations, consultancies, and not-for-profit organizations on an as-needed basis. 3) Name of Business: HR Ease, LLC. Non-Investment related. Address: 1715 N Westshore Blvd, #200, Tampa, FL 33607. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Member. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: I am a member in HR Ease, LLC which is part of a series of outside business activities and transactions that are currently part of my disclosed activities. My responsibilities will be to assist in the growth and development of the company. 4) Name of Business: Fairfield Republican Town Committee. Non-Investment related. Address: 26 Barlow Plain Dr., Fairfield, CT 06824. Nature of Business: Political. Position/Title/Relationship: District 7 Representative. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I represent the people of District 7 in the town of Fairfield, CT. 5) Name of Business: Christopher J McCoy. Non-Investment related. Address: 26 Barlow Plain Dr., Fairfield, CT 06824. Nature of Business: Medicare Health Insurance. Position/Title/Relationship: Independent Contractor. Start Date: 03/01/2019. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Provide Medicare solutions for retirees and those turning age 65.

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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".
RW
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 - SEC (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.
IAR
Connecticut
(1/22/2019)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joseph Mccoy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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