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PETER LEWIS CHANDLER

PETER L. CHANDLER

RMR WEALTH BUILDERS | Regional Vice President
Montclair, NJ 07042
Some features on this profile are disabled
CRD#: 4547891
PETER LEWIS CHANDLER

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

BD
CRD#: 15487
NEW YORK, NY
Past

April 21, 2005 - December 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

June 24, 2002 - March 17, 2005

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
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".
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 - (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)

Exams

State Security Law Exam
RR
Series 63
Date: 7/3/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/17/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/21/2002
Investment Company Products/Variable Contracts Representative Examination

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 - (10/14/2014 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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
64

SEC notice filing (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RMR WEALTH BUILDERS, INC. WRAP BROCHURE (2/20/2026)
RMR WEALTH BUILDERS, INC. ADV BROCHURE (2/20/2026)

Regulatory assets under management

Total Number of Accounts5,069
AUM (Assets Under Management)$ 2,885,624,988

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.

Company Information

RMR WEALTH BUILDERS, INC.

Regional Vice PresidentCRD#: 169005Montclair, NJ 07042

TRUST BUT VERIFY

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Client Complaints
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Contact Information Updates

Contact information

(xxx) xxx-xxxx

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