GM
Gary S. Mannuzza
RMR WEALTH BUILDERS
Cranford, NJ 07016
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CRD#: 6678266
GM
Gary Stephen Mannuzza Jr.RMR WEALTH BUILDERS
Professional summary
Gary Stephen Mannuzza Jr., who also goes by Gary Stephen Mannuzza Jr, Gary Stephen Mannuzza, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Cranford, New Jersey and TKG WEALTH ADVISERS LLC located in Cranford, 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.
At a Glance
Always Fiduciary
Aliases
Gary Stephen Mannuzza Jr | 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: TKG Tax & Accounting, LLC (formerly, The Koenig Group, LLC). Investment Related. Address: 1150 Raritan Road, Suite 200, Cranford, NJ 07016. Nature of Business: Accounting Firm. Position/Title/Relationship: Partner. Start Date: 01/01/2021. 180 hrs. per month & 150 hrs. during securities trading hrs. Duties/Responsibilities: I have a partnership interest and am actively involved in managing the client base. 2. Name of Business: Housing Authority of the City of Linden. Not 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. 2 hrs. per month & 0 hrs. during securities trading hrs. Duties/Responsibilities: Board Member/Commissioner with general oversight and voting rights. 3. Name of Business: RMR Wealth Builders, Inc. Investment Related. Address: 111 Grove St #203, Montclair, NJ 07042. Nature of Business: Investment Advice. Position/Title/Relationship: IAR. Start Date: 08/11/2022. 4 hrs. per month & 4 hrs. during securities trading hrs. Responsibilities: Referring investment clients to RMR Wealth Builders, Inc. senior representatives. 4. Name of Business: JR Promotions, LLC. Not Investment related, Address: Clark, NJ 07066. Nature of Business: Consulting and promotion service related to web design, marketing, promotion, and data analytics. Relationship: Consultant from June 2023; 5 hrs. per month & 0 hrs. per month securities trading hrs. during securities trading hrs. 5. TKG Wealth Advisers, LLC; Investment Related; 1150 Raritan Road, Suite 201, Cranford, NJ 07016; Nature of Bus.: Registered Investment Adviser; Title: Member; Start Date: 1/1/2023; 20 hrs. per month & 20 hrs. per month securities trading hrs. Duties: Administration & Client Services. 6. Name of Business: 1093 Raritan Realty LLC. Not Investment related. 1093 Raritan Road, Clark, NJ 07066. Nature of Bus.: Real Estate Ownership & Rental. Title: Member. 1 hr. per month & 0 hrs. per month during securities trading hrs. Duties: Real estate ownership & rental office admin.
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: 1150 Raritan Rd. Suite 201, Cranford, NJ 07016RIA
CRD#: 169005
Cranford, NJ
Current
January 22, 2024 - Present
TKG WEALTH ADVISERS LLC
Office #1: 1150 Raritan Rd. Suite 201, Cranford, NJ 07016RIA
CRD#: 324156
CRANFORD, 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)Loading...
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
64
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,069 |
| AUM (Assets Under Management) | $ 2,885,624,988 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
