Nicholas
Cooper

Rmr Wealth Builders, Inc

CRD#6543132
Investment Advisor
in Montclair, NJ

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About this Advisor

Nicholas Cooper is a financial advisor based in Montclair, New Jersey, working with Rmr Wealth Builders, Inc. Nicholas has previously held positions at Wms Partners, LLC, Gettysburg College, Gill St Bernards High School, and Rmr Wealth Builders, Inc. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Nicholas 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 65

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

Nicholas Cooper Work History

2023 - Present (1 year)

Rmr Wealth Builders, Inc

2021 - 2022 (1 year)

Wms Partners, LLC

2017 - 2021 (4 years)

Gettysburg College

2014 - 2017 (3 years)

Gill St Bernards High School

Disclosures

Please visit the SEC profile of Nicholas Cooper 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

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