Alyssa T. Cortelyou

RMR WEALTH BUILDERS

Montclair, NJ 07042

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CRD#: 6562062

Professional summary

Alyssa T Cortelyou, CFP® is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.

Alyssa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alyssa has worked at 2 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.

1) Name of Business: RMR Wealth Builders, Inc. Non-Investment related. Address: 111 Grove Street Suite 203 Montclair NJ 07042. Nature of Business: RIA and DBA for Securities Business, Insurance Agent, Payroll, Human Resources, Benefits Administration, Consulting and Services. Position/Title/Relationship: Employee. Hours per month: 160+. Hours per month during Securities trading hours: 100%. Duties/Responsibilities: Operations Manger .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa T Cortelyou'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

Experience

Current

July 29, 2019 - Present

RMR WEALTH BUILDERS, INC.

Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042

RIA

CRD#: 169005

Montclair, NJ

Past

October 10, 2018 - January 2, 2023

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Montclair, NJ

Past

June 5, 2017 - January 2, 2023

CALTON & ASSOCIATES, INC.

CRD#: 20999

Montclair, NJ

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

New Jersey
(7/29/2019)

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: 10/1/2018

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: 6/5/2017

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)

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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

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Alyssa T. Cortelyou

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa T Cortelyou's CRS (Customer Relationship Summary).

Certified licenses

Experience

RMR WEALTH BUILDERS, INC.

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/5/2017

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

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