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James M. Sosinski
RMR WEALTH BUILDERS
Cranford, NJ 07016
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CRD#: 7001736
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James M Sosinski CPARMR WEALTH BUILDERS
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 Cranford, New Jersey and TKG WEALTH ADVISERS LLC located in Cranford, 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.
At a Glance
Always Fiduciary
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. As of 2006, Founder/Member of By the Book. Non-Investment related located at 1150 Raritan Rd St 200 Cranford, NJ 07016. A wholly owned subsidiary of The Koenig Group that provides booking and payroll business functions. Duties: 20 hrs. per month & 0 hrs. during securities trading hrs. 2. As of 2013, Officer at Louis J & Fannie Roncoli Foundation Inc, a charitable organization. Non-Investment related located at 214 Walnut Ave, PO Box 276, Cranford, NJ 07066. 20 hrs. per month & 0 hrs. during securities trading hrs. as treasurer of the organization. 3. As of 2014, Partner at Inside Track Partner Marketing LLC, Insurance Agent Marketing Services. Non-Investment related located at 361 Route 31 South Suite 1301-1302 Flemington, NJ 08822. 20 hrs. per month & 2 hrs. during securities trading hrs. providing accounting services for the company. 4. As of 2016, Partner at 1093 Raritan Realty LLC. Not investment related located at 1150 Raritan Rd, Ste 200, Clark, NJ 07016. Realty holding company for commercial real estate investment. 2 hrs. per month & 2 hrs. during securities trading hrs. Property management duties, tenant relations & ownership of real estate. 5. As of 2017, Partner at TKG Tax & Accounting, LLC (formerly, The Koenig Group, LLC). Non-Investment related located 1150 Raritan Road, Suite 200, Cranford, NJ 07016. 180 hrs. per month & 150 hrs. during securities trading hrs. providing Accounting, Tax, Consulting, Payroll & Bookkeeping services 6. As of 2018, Officer for Maureen E Nolan Foundation. Non-Investment related located at 251 Fremont Ave Seaside Heights, NJ 08751 2 hrs. per month & 0 hrs. during securities trading hrs. as a board treasurer for Charity performing accounting services for the organization. 7. As of 2018, RIA at RMR Wealth Builders Inc. Investment Related located at 111 Grove St, Montclair, NJ 07042. 4 hrs. per month & 4 hrs. during securities trading hrs. 8. As of 2020, Owner of CPAtripleplay.com offering a subscription based educational platform to other CPAs that share my business model in running a CPA firm. Non-Investment related located at 1150 Raritan Rd St 200 Cranford, NJ 07016. 20 hrs. per month & 0 hrs. during securities trading hrs. as sole proprietor running the business & presenting the webinars. 9. As of 2021, Lasting Legacy LLC, licensed mortgage provider and property & casualty insurance company. Not investment related located at 361 Route 31 South Suite 1301-1302 Flemington, NJ 08822. Duties: 2 hrs. per month & 0 hrs. during securities trading hrs. referring individuals and businesses for insurance coverage. 10. As of 2021, Agent of Lasting Legacy, LLC, licensed mortgage provider and property & casualty insurance company. Not investment Related located at 56 Payne Rd, Suite 9 Lebanon, New Jersey 08833. 2 hrs. per month & 2 hrs. during securities trading hrs. referring individuals and businesses to the company. 11. As of 2023, Managing Member of TKG Wealth Advisers, LLC, Investment Advisor. Investment Related located at 1150 Raritan Road, Suite 201, Cranford, NJ 07016. 20 hrs. per month & 20 hrs. during securities trading hrs. on administration & client services. 12. As of 2026, Officer at Rosepetals Incorporated, a public charity. Non-Investment related located at 825 Bloomfield Ave, #107, Verona, NJ 07044. 4 hrs. per month & 2 hrs. during securities trading hrs. performing accounting and record keeping services for charity. 13. As of 2026, Loan Originator at Villa Nova Financing Group, LLC, commercial lending. Non-Investment related located at 30 Technology Dr. #2C Warren, NJ 07059. 5 hrs. per month & 4 hrs. during securities trading hrs. processing loan applications.
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: 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
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)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
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.
