James S. Bremis

RMR WEALTH BUILDERS

Odessa, FL

Some features on this profile are disabled

CRD#: 5907173

Professional summary

James Stephen Bremis, AIF®, CFP® is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Odessa, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. James has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 James Stephen Bremis'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 11, 2025 - Present

RMR WEALTH BUILDERS, INC.

RIA

CRD#: 169005

Odessa, FL

Past

October 10, 2018 - July 10, 2025

SENTINEL PENSION ADVISORS, LLC.

RIA

CRD#: 109901

Odessa, FL

Past

September 24, 2018 - July 10, 2025

SENTINEL SECURITIES, LLC.

CRD#: 110942

New York, NY

Past

March 31, 2015 - September 25, 2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

August 8, 2011 - March 17, 2015

SENTINEL PENSION ADVISORS, LLC.

RIA

CRD#: 109901

NEW YORK, NY

Past

May 9, 2011 - March 17, 2015

SENTINEL SECURITIES, LLC.

CRD#: 110942

New York, NY

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

Florida
(8/5/2025)

IAR

Texas
(7/11/2025)

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

IAR

Series 66

Date: 8/5/2011

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: 5/6/2011

General Securities 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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James S. Bremis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Stephen Bremis's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL PENSION ADVISORS, LLC.

SENTINEL SECURITIES, LLC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

SENTINEL PENSION ADVISORS, LLC.

SENTINEL SECURITIES, LLC.

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2011

SIE

Date: 10/1/2018

Series 7

Date: 5/6/2011

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

Similar Advisors