Adam
Hunt
Rmr Wealth Builders, Inc
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About this Advisor
Adam Hunt is a certified financial planner who works in Montclair, New Jersey who has 1 year of industry experience. Hunt is currently employed by Rmr Wealth Builders, Inc. Over the course of their career, they have held roles at Eztpa, Transamerica Retirement Services, Diversified Investors Securities Corp, Transamerica Capital, Inc and Rmr Wealth Builders, Inc. Hunt has a Series 63 license, designating them as a securities broker, and can advise clients in Pennsylvania. Rmr Wealth Builders, Inc is a registered investment firm headquartered in Montclair, NJ. The investment advisory business has offices in 24 locations and a total of 42 financial advisors. It administers $1 billion in total assets between its 2,786 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm advises one charitable organizations. Of its 2,786 client accounts, just 12% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services are provided. Fee types charged by Rmr Wealth Builders, Inc likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rmr Wealth Builders, Inc Brokerage Details
$1,109,903,668
42
2,786
$398,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Hunt Work History
Adam has been registered as a financial advisor for 1 years.*
Rmr Wealth Builders, Inc
Eztpa
Transamerica Capital, Inc
Diversified Investors Securities Corp
Transamerica Retirement Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Hunt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rmr Wealth Builders, Inc
Bakersfield, CA
Montclair, NJ
Boca Raton, FL
Montclair, NJ
Montclair, NJ
Montclair, NJ
Montclair, NJ
Montclair, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
