JS
James M. Sosinski
RMR WEALTH BUILDERS
Clark, NJ 07066
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CRD#: 7001736
JS
Professional summary
James M Sosinski CPA, who also goes by James M Sosinski, Jim Sosinski, 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.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. James has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James M Sosinski | Jim Sosinski
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) 1093 Raritan Realty LLC. Investment related. 1093 Raritan Rd, 2nd Floor, Clark, NJ 07066. Nature: Realty holding company for commercial real estate investment. Title: Partner. Hours per month: 2. Securities trading hours: 2. Duties: Property management duties, tenant relations and ownership of real estate. 2) RMR Wealth Builders Inc. Investment related. 111 Grove St, Montclair, NJ 07042. Nature: RIA. Title: IAR. Hours per month: 4. Securities trading hours: 4. Duties: IAR. 3) Rosepetals Incorporated. Non-Investment related. 825 Bloomfield Ave, #107, Verona, NJ 07044. Nature: Public Charity. Title: Officer. Hours per month: 4. Securities trading hours: 2. Duties: Accounting and record keeping services for the charity. Charity provides hospice and monetary support to terminally ill children and their families. 4) The Koenig Group LLC. Non-Investment related. 1093 Raritan Rd, 2nd Floor, Clark, NJ 07066. Nature: CPA Firm. Title: Partner. Hours per month: 200. Securities trading hours: 160. Duties: Partner in CPA firm providing Accounting, Tax, Consulting, Payroll & Bookkeeping services. 5) Maureen E Nolan Foundation. Non-Investment related. 170 New Providence Rd, 2nd Floor, Mountainside, NJ 07092. Nature: Unpaid Board member for public charity that provides scholarships. Title: Officer. Hours per month: 2. Securities trading hours: 0. Duties: Board treasurer for Charity performing accounting services for the organization. 6) Inside Track Partner Marketing LLC. Non-Investment related. 56 Payne Rd, Suite 8-9, Lebanon, NJ 08833. Nature: Insurance Agent Marketing Services. Title: Partner. Hours per month: 20. Securities trading hours: 2. Duties: Provide accounting services for the company. The company provides marketing services/consulting to insurance agents. Inside track provides these services to another company. 7) Louis J & Fannie Roncoli Foundation Inc. Non-Investment related. 214 Walnut Ave, PO Box 276, Cranford, NJ 07066. Nature: Charitable Foundation. Title: Officer. Hours per month: 4. Securities trading hours: 2. Duties: Hold position of the treasurer of the organization. Foundation provides grants and funding to other charities that support the poor and needy of Union County NJ as well as supports Catholic Education, operating reports for the board and write the checks and co-sign the checks with the President of the organization. 8) CPAtripleplay.com. Non-Investment related. 1093 Raritan Rd 2nd FL, Clark, NJ 07066. Nature: Offering a subscription based educational platform to other CPAs that share my business model in running a CPA firm. Title: Owner. Start Date: 08/11/2020. Hours per month: 20. Securities trading hours: 0. Duties: Sole proprietor running the business and presenting the webinars. 9) Lasting Legacy LLC. Investment related. 56 Payne Rd, Suite 8-9, Lebanon, NJ 08833. Nature: Licenses Mortgage, Property & Casualty Insurance. Refer clients to insurance agent. Start Date: 2021. Hours per month: 2. Securities trading hours: 0. Duties: Referring individual and businesses for insurance coverage. 10) By the Book. Non-Investment related. 1093 Raritan Rd, 2nd Floor, Clark, NJ 07066. A wholly owned subsidiary of The Koenig Group that provides booking and payroll business functions. Started: 2006; Title: Founder - Managing Member. Hours per month: 20. Securities trading hours: 0. 11) InstaMortgage; Non-Investment Related; 4100 Moorpark Ave, #221, San Jose, CA 95117; Nature of Bus.: Mortgage; Title: Loan Originator; Start Date: 8/16/2023; Hours per month: 5. Securities trading hours: 4. Duties: Process Loan Applications. 12) TKG Wealth Advisers, LLC; Investment Related; 1093 Raritan Rd, Clark, NJ 07066; Nature of Buis.: 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 James M Sosinski CPA'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
September 5, 2018 - 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
September 24, 2018 - September 21, 2023
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Clark, 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(9/5/2018)
Exams
State Security Law Exam
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
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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)
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.
