Alec
Majtenyi

Rmr Wealth Builders, Inc

CRD#5924338
Investment Advisor
in Montclair, NJ

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About this Advisor

Alec Majtenyi is a certified financial planner working out of Montclair, New Jersey, who has 1 year of industry experience. Majtenyi currently works for Rmr Wealth Builders, Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Uber, Rmr Wealth Builders, Arizona State University, E*Trade Securities LLC, E*Trade Capital Management LLC and Rmr Wealth Builders, Inc. Majtenyi has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and New Jersey. Rmr Wealth Builders, Inc is an advisory business that has its headquarters in Montclair, NJ. The investment advisory business has offices in 24 locations and a total of 42 financial advisors. It handles $1 billion in total assets among its 2,786 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm serves one charities and foundations. Of its 2,786 accounts, just 12% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a diverse set 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 largely vary depending on the type of services offered. Fee types charged by Rmr Wealth Builders, Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

111 Grove Street Suite 203
Montclair, NJ 07042

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Rmr Wealth Builders, Inc Brokerage Details

Total Assets Under Management

$1,109,903,668

NJ Average: $10,121,009,343
Total Number of Employees

42

NJ Average: 92
Total Number of Accounts

2,786

NJ Average: 6,978
Average Account Size

$398,386

NJ Average: $1,450,417

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

Alec Majtenyi Work History

Alec has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Rmr Wealth Builders, Inc

2019 - 2022 (3 years)

E*Trade Securities LLC

2019 - 2022 (3 years)

E*Trade Capital Management LLC

2016 - 2019 (3 years)

The Vanguard Group, Inc

2015 - 2016 (1 year)

Uber

2015 - 2015 (< 1 year)

Rmr Wealth Builders

2011 - 2015 (4 years)

Rmr Wealth Builders

2010 - 2014 (4 years)

Arizona State University

*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 Alec Majtenyi 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

Herbert Nealy
Bakersfield, CA
John Edwards
Montclair, NJ
Paul Puleo
Boca Raton, FL
Christopher Mccoy
Montclair, NJ
Nicholas Laverghetta
Montclair, NJ
Jennifer Aimone-Seiler
Montclair, NJ
Tyler Whitehouse
Montclair, NJ
Dennis Karpenko
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.

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