Nicholas
Laverghetta
Rmr Wealth Builders, Inc
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About this Advisor
Nicholas Laverghetta is a financial advisor operating out of Montclair, New Jersey with a total of 1 year of relevant experience. Laverghetta is on the advisory team at Rmr Wealth Builders, Inc. During their career, Laverghetta has held roles at Rmr Wealth Builders, Inc, Bank Of America, Ncm Capital Management, Weber, Shapiro & Company Llp and Stack Sports. Laverghetta holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in New Jersey. Rmr Wealth Builders, Inc is a registered investment company based out of Montclair, NJ. It has offices in 24 locations and a total of 42 advisors. It controls $1 billion in assets under management between its 2,786 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 2,786 customer accounts, just 12% belong to high-net-worth individuals who have more than $1 million in investable assets. Rmr Wealth Builders, Inc has a number 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 are based on which service is provided. Fee types charged by Rmr Wealth Builders, Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rmr Wealth Builders, Inc Brokerage Details
$1,109,903,668
42
2,786
$398,386
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 Laverghetta Work History
Nicholas has been registered as a financial advisor for 1 years.*
Rmr Wealth Builders, Inc
Bank Of America
Weber, Shapiro & Company Llp
Ncm Capital Management
Stack Sports
*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 Nicholas Laverghetta 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
Montclair, NJ
Montclair, NJ
Montclair, NJ
Boca Raton, FL
Montclair, NJ
Montclair, NJ
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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