John
Sokolowski
Rmr Wealth Builders, Inc
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About this Advisor
John Sokolowski is a financial advisor based in Montclair, New Jersey, working with Rmr Wealth Builders, Inc. John has previously held positions at The Roosevelt Investment Group, Inc, Unified Financial Securities, Inc, The Roosevelt Investment Group, LLC, Ci Roosevelt Private Wealth, Cipw Service Company, LLC, and Rmr Wealth Builders, Inc. John has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, John is part of Rmr Wealth Builders, Inc, which operates out of Montclair, 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
Services Offered
Fee Structure
Office Location
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Rmr Wealth Builders, Inc Brokerage Details
$1,695,730,206
47
3,965
$427,675
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
John Sokolowski Work History
Rmr Wealth Builders, Inc
Ci Roosevelt Private Wealth
Cipw Service Company, LLC
The Roosevelt Investment Group, LLC
The Roosevelt Investment Group, Inc
Unified Financial Securities, Inc
Disclosures
Please visit the SEC profile of John Sokolowski 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
Westport, CT
Montclair, NJ
Clark, NJ
Montclair, NJ
Montclair, NJ
Montclair, NJ
Eastport, NY
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