John
Sokolowski

Rmr Wealth Builders, Inc

CRD#5193515
Investment Advisor
in Montclair, NJ

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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

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

111 Grove Street Suite 203
Montclair, NJ 07042

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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

John Sokolowski Work History

2023 - Present (1 year)

Rmr Wealth Builders, Inc

2023 - 2023 (< 1 year)

Ci Roosevelt Private Wealth

2023 - 2023 (< 1 year)

Cipw Service Company, LLC

2020 - 2023 (3 years)

The Roosevelt Investment Group, LLC

2014 - 2020 (6 years)

The Roosevelt Investment Group, Inc

2014 - 2017 (3 years)

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

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