Mark N. Magnusen

RMR WEALTH MANAGEMENT

NEW YORK, NY 10122

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CRD#: 5744384

Professional summary

Mark N Magnusen, who also goes by Mark N Magnusen, Mark Nene Magnusen, Mark Magnusen, is a registered financial advisor currently at RMR WEALTH MANAGEMENT located in New York, New York and DINOSAUR FINANCIAL GROUP, L.L.C located in New York, New York.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Mark has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark N Magnusen | Mark Nene Magnusen | Mark Magnusen

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) Norwalk Junior Soccer Association, Non investment related, Board member, Address: P.O. Box 415, Belden Avenue, Norwalk, CT 06852 Start Date: 05/2011, 2 hours per month, 0 during securities trading hours. Review financial assistance applications, train, and monitor volunteer coaches. 2) Norwalk Senior Center, Non investment related, Board Member, Secretary, Address: 11 Allen Road, Norwalk, CT 06851, Activities & Services for Seniors. Start Date: 01/01/2014, 2 hours per month, 0 during securities trading hours, Serve on Board of Directors. 3) First Presbyterian Church of New Cannan, Non investment related, 178 Denoke Ridge, New Canaan CT 06840, Church, Religious Organization, Started 2012, 10 hours per month, 0 hours during securities trading hours, Role: Elder for Adult Education, Oversee Church's activities relating to adult education. 4) Grassrouts Tennis & Education, Non investment related, 11 Ingalls Ave, Norwalk CT 06854, Youth Tennis and Education, Advisory Board Member started 2009, 10 hours per month, 0 hours during securities trading hours. Assist with fundraising, 5) 2 Wings International, Non investment related, 1010 Washington Blvd, Stamford CT 06901, Nature of business: Reinsurance and risk solutions, Consultant, started 9/2025, 25 hours per month, 10 hours per month during securities trading hours, Consulting/accounting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark N Magnusen'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®

None

Experience

Current

October 17, 2025 - Present

RMR WEALTH MANAGEMENT

Office #1: 14 Penn Plaza Ste 1316, New York, NY 10122

RIA

CRD#: 152266

NEW YORK, NY

Current

October 6, 2025 - Present

DINOSAUR FINANCIAL GROUP, L.L.C

Office #1: 14 Penn Plaza Suite 1316, New York, NY 10122

CRD#: 149777

WESTPORT, 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 MANAGEMENT

CRD#: 152266 / SEC#: 801-70823

RIA

Registered Investment Advisory firm - (11/24/2009 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(10/6/2025)

IAR

Connecticut
(10/17/2025)

Massachusetts
(10/6/2025)

New York
(10/6/2025)

IAR

New York
(10/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/4/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/2010

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

RMR WEALTH MANAGEMENT

CRD#: 152266 / SEC#: 801-70823

RIA

Registered Investment Advisory firm - (11/24/2009 Approved)

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Contact information

Main Address

14 Penn Plaza Ste 1316, New York, NY 10122

Mailing Address

Phone number

(212) 785-4377

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 135,788,693

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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Advisor Monitoring

Firm Stability Insights

Mark N. Magnusen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark N Magnusen's CRS (Customer Relationship Summary).

Certified licenses

Experience

DINOSAUR FINANCIAL GROUP, L.L.C

MOORS & CABOT, INC.

MOORS & CABOT, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

RMR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/4/2010

FINRA

Nasdaq Stock Market

Current Firm

RMR WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RMR WEALTH MANAGEMENT

TRUST BUT VERIFY

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