GM
Gary S. Mannuzza
RMR WEALTH BUILDERS
Clark, NJ 07066
Some features on this profile are disabled
CRD#: 6678266
GM
Professional summary
Gary Stephen Mannuzza JR, who also goes by Gary Stephen Mannuzza, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Clark, New Jersey and TKG WEALTH ADVISERS LLC located in Clark, New Jersey.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gary has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Stephen Mannuzza
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: The Koenig Group, LLC. Investment Related. Address: 1093 Raritan Road 2nd Floor, Clark, NJ 07066. Nature of Business: Accounting Firm. Position/Title/Relationship: Partner. Start Date: 01/01/2021. Hours per month: 180. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I have a partnership interest and am actively involved in managing the client base. 2.) Name of Business: New Jersey Garage Door, LLC. Non-Investment Related. Address: 1093 Raritan Road, Clark, NJ 07066. Nature of Business: Sales of Garage Doors to homeowners. Position/Title/Relationship: Member. Start Date: 11/04/2019. Hours per month: 5 a week maximum, sometimes zero. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Financial Management & oversight. 3.) Name of Business: Housing Authority of the City of Linden. Non-Investment Related. Address: 1551 Dill Avenue, Linden, NJ 07036. Nature of Business: Housing authority for senior and disabled individuals. Position/Title/Relationship: Commissioner. Start Date: 01/01/2017. Hours per month: 2. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Board Member/Commissioner with general oversight and voting rights. 4.) Name of Business: RMR Wealth Builders, Inc. Investment Related. Address: 1093 Raritan Road, Clark, NJ 07066. Nature of Business: Investment Advice. Position/Title/Relationship: IAR. Start Date: 08/11/2022. Hours per month: 5. Hours per month during Securities trading hours: 5%. Duties/Responsibilities: Referring investment clients to RMR Wealth Builders, Inc. senior representatives. 5) Name of Business: JR Promotions, LLC. Non-Investment related, Address: Clark, NJ 07066. Nature of Business: Consulting and promotion service related to web design, marketing, promotion and data analytics. Relationship: Consultant since June 2023; 5 hours per week outside normal business hours. 6) Name of Business: 1093 Raritan Realty LLC. Investment related. 1093 Raritan Road, Clark, NJ 07066. Nature of Bus.: Real Estate Ownership & Rental. Title :Member. Hrs. per month: 1. Hrs. per month during Sec. trading hrs:.01. Duties: Real estate ownership & rental office admin. 7) TKG Wealth Advisers, LLC; Investment Related; 1093 Raritan Road, 2nd Floor, Clark, NJ 07066; Nature of Bus.: Registered Investment Adviser; Title: Member; Start Date: 1/1/2023; Hrs per month: 20+; Hrs per month during Sec. trading hrs: 100%; Duties: Administration & Client Services.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Stephen Mannuzza JR's 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®
NoneExperience
Current
February 18, 2022 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 1093 Raritan Road 2nd Floor, Clark, NJ 07066RIA
CRD#: 169005
Clark, NJ
Current
January 22, 2024 - Present
TKG WEALTH ADVISERS LLC
Office #1: 1093 Raritan Road 2nd Floor, Clark, NJ 07066RIA
CRD#: 324156
CLARK, NJ
Past
October 29, 2021 - September 21, 2023
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Clark, NJ
Past
October 29, 2021 - September 21, 2023
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Clark, NJ
Past
October 25, 2019 - October 26, 2021
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
IRVING, TX
Past
October 25, 2019 - October 26, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Scotch Plains, NJ
Past
December 14, 2016 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Scotch Plains, NJ
Past
November 23, 2016 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
Scotch Plains, 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".
RW
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(2/18/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RW
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
49
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
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.
