Anthony R. Gallardo
Professional summary
Anthony Richard Gallardo is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Anthony has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Richard Gallardo's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 2, 2024 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042May 25, 2019 - September 4, 2024
INVESCO DISTRIBUTORS, INC.
April 13, 2012 - May 25, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
Primary Firm SEC Registration
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/2/2024)
Exams
Current Firm
RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,428 |
| AUM (Assets Under Management) | $ 2,199,565,329 |
Red Flags
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