Gary
Mannuzza

Rmr Wealth Builders, Inc

CRD#6678266
Investment Advisor
in Clark, NJ

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About this Advisor

Gary Mannuzza is a financial advisor based in Clark, New Jersey, working with Rmr Wealth Builders, Inc. Gary has previously held positions at Mannuzza & Lamela, LLC, Mannuzza & Associates, LLC, 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Advisory Services, Avantax Investment Services, Inc, Calton & Associates, Inc, Rmr Wealth Builders, Inc, Tkg Wealth Advisers LLC, and The Koenig Group, LLC. Gary has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Gary is part of Rmr Wealth Builders, Inc, which operates out of Clark, New Jersey. The firm has 24 offices and 47 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Rmr Wealth Builders, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

1093 Raritan Road 2Nd Floor
Clark, NJ 07066

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Rmr Wealth Builders, Inc Brokerage Details

Total Assets Under Management

$1,695,730,206

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

47

NJ Average: 92
Total Number of Accounts

3,965

NJ Average: 6,978
Average Account Size

$427,675

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

Gary Mannuzza Work History

2023 - Present (1 year)

Tkg Wealth Advisers LLC

2022 - Present (2 years)

Rmr Wealth Builders, Inc

2021 - Present (3 years)

The Koenig Group, LLC

2021 - 2023 (2 years)

Calton & Associates, Inc

2019 - 2021 (2 years)

Avantax Advisory Services

2019 - 2021 (2 years)

Avantax Investment Services, Inc

2016 - 2020 (4 years)

Mannuzza & Lamela, LLC

2016 - 2019 (3 years)

1St Global Capital Corp

2016 - 2019 (3 years)

1St Global Advisors, Inc

2014 - 2020 (6 years)

Mannuzza & Associates, LLC

Disclosures

Please visit the SEC profile of Gary Mannuzza 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

Steven Sergio
Montclair, NJ
Nicholas Cooper
Montclair, NJ
Jared Weber
Westport, CT
John Sokolowski
Montclair, NJ
Herbert Nealy
Bakersfield, CA
Gary Mannuzza
Clark, NJ
John Gentry
Montclair, NJ
Charles Catapano
Eastport, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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