PETER L. CHANDLER

RMR WEALTH BUILDERS | Regional Vice President

Montclair, NJ 07042

Some features on this profile are disabled

CRD#: 4547891

Professional summary

PETER LEWIS CHANDLER, CFP®, who also goes by Pete Chandler, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.

PETER is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. PETER has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Investment Planning

Inheritance

Estate Planning

Retirement Planning

Social Security Planning

Comprehensive Financial Planni...

Socially Responsible Investing

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Pete Chandler

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 PETER LEWIS CHANDLER'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 19, 2025 - Present

RMR WEALTH BUILDERS, INC.

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

RIA

CRD#: 169005

Montclair, NJ

Past

August 24, 2021 - April 23, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

MADISON, NJ

Past

August 14, 2012 - August 17, 2021

CION SECURITIES, LLC

CRD#: 15487

NEW YORK, NY

Past

April 21, 2005 - December 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

June 24, 2002 - March 17, 2005

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

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
(5/19/2025)

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

Series 63

Date: 7/3/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/17/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2002

Investment Company Products/Variable Contracts Representative 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Sungmin Ryan Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

PETER L. CHANDLER

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view PETER LEWIS CHANDLER's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

CION SECURITIES, LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/3/2002

Series 7TO

Date: 2/17/2024

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2012

Series 6

Date: 6/21/2002

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

Contact information

Similar Advisors