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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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MM

Mark Magnusen

RMR WEALTH MANAGEMENT
NEW YORK, NY 10122
Some features on this profile are disabled
CRD#: 5744384
MM

Professional summary

Mark 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark 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
BD
CRD#: 104446
NEW YORK, NY
Past

May 31, 2023 - October 8, 2025

MOORS & CABOT, INC.

RIA
CRD#: 594
WESTPORT, CT
Past

May 31, 2023 - October 8, 2025

MOORS & CABOT, INC.

BD
CRD#: 594
BOSTON, MA
Past

March 10, 2020 - May 31, 2023

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
RYE BROOK, NY
Past

March 10, 2020 - May 31, 2023

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
RYE BROOK, NY
Past

April 12, 2018 - February 14, 2020

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
WHITE PLAINS, NY
Past

January 16, 2018 - February 14, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
WHITE PLAINS, NY
Past

February 7, 2017 - November 14, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
STAMFORD, CT
Past

January 31, 2017 - November 13, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
STAMFORD, CT
Past

June 16, 2015 - January 25, 2017

EDWARD JONES

RIA
CRD#: 250
FAIRFIELD, CT
Past

June 12, 2015 - January 25, 2017

EDWARD JONES

BD
CRD#: 250
FAIRFIELD, CT
Past

September 26, 2011 - June 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
STAMFORD, CT
Past

September 26, 2011 - June 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
STAMFORD, CT
Past

March 10, 2010 - September 7, 2011

MORGAN STANLEY

RIA
CRD#: 149777
WESTPORT, CT
Past

February 5, 2010 - September 7, 2011

MORGAN STANLEY

BD
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".
RW
RMR WEALTH MANAGEMENT
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.
RR
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

RR
Connecticut
(10/6/2025)
IAR
Connecticut
(10/17/2025)
RR
Massachusetts
(10/6/2025)
IAR
Massachusetts
(11/7/2025)
RR
New York
(10/6/2025)
IAR
New York
(10/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/4/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/4/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

RW
RMR WEALTH MANAGEMENT
RMR WEALTH MANAGEMENT

CRD#: 152266 / SEC#: 801-70823

RIA
Registered Investment Advisory firm - (11/24/2009 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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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
14 Penn Plaza Ste 1316, New York, NY 10122
Mailing Address
Phone number
(212) 785-4377
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 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

PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts208
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.

Company Information

RMR WEALTH MANAGEMENT

CRD#: 152266New York, NY 10122

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