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GM

Gary S. Mannuzza

RMR WEALTH BUILDERS
Cranford, NJ 07016
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 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.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Stephen Mannuzza JR'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

February 18, 2022 - Present

RMR WEALTH BUILDERS, INC.

Office #1: 1150 Raritan Rd. Suite 201, Cranford, NJ 07016
RIA
CRD#: 169005
Cranford, NJ
Current

January 22, 2024 - Present

TKG WEALTH ADVISERS LLC

Office #1: 1150 Raritan Rd. Suite 201, Cranford, NJ 07016
RIA
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
RR
IAR
Series 66
Date: 12/12/2016
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: 11/23/2016
General Securities Representative Examination

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)
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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
49

SEC notice filing (41 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

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 Accounts4,428
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.

Company Information

RMR WEALTH BUILDERS, INC.

CRD#: 169005Cranford, NJ 07016

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