William C. Andrews
RMR WEALTH BUILDERS | Associate Client Portfolio Manager
Montclair, NJ 07042
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CRD#: 7280239
Professional summary
William Coleman Andrews, who also goes by William C Andrews, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
Coleman is an associate client portfolio manager working with our client portfolio manager team. He joined us in March 2021 from Prudential Financial where he served as a financial advisor focused on financial planning for his clients.
Mr. Andrews earned a Bachelor of Arts in international global studies (international economics) with a minor in finance from The University of the South in Sewanee, Tennessee. At Sewanee, he was a member of the golf team and president of the student-led Investment Club that managed a small portion of the university’s endowment. As part of his studies, he also earned a certificate from Vanderbilt University’s Financial Bootcamp Accelerator program. He currently holds the Series 66, 7, and Life, Health & Annuities licenses.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William C Andrews
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Coleman Andrews'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
October 8, 2025 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042RIA
CRD#: 169005
Montclair, NJ
Past
December 17, 2021 - October 3, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Washington, DC
Past
May 17, 2021 - July 7, 2022
FARR MILLER & WASHINGTON LLC
RIA
CRD#: 107553
WASHINGTON, DC
Past
December 24, 2020 - March 10, 2021
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Bethesda, MD
Past
November 13, 2020 - March 10, 2021
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Bethesda, MD
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(10/8/2025)
IAR
New York(10/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/13/2020
General Securities Representative ExaminationGeneral 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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Company Information
RMR WEALTH BUILDERS, INC.
Associate Client Portfolio ManagerCRD#: 169005Montclair, NJ 07042TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
