Philip
Rabinovich
Rmr Wealth Management
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About this Advisor
Philip Rabinovich is a financial advisor based out of New York, New York with a total of 13 years of industry experience. Rabinovich is currently employed by Rmr Wealth Management. Over the course of their career, they have held roles at Dinosaur Securities and Rmr Wealth Management. Rabinovich maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New Jersey and New York. Rmr Wealth Management is a registered investment company operating out of New York, NY. It controls $106 million in assets under management between its 226 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 226 accounts, 23% belong to high-net-worth individuals who have at least $1 million in investable assets. Rmr Wealth Management offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Rmr Wealth Management likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rmr Wealth Management Brokerage Details
$106,387,133
5
226
$470,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Philip Rabinovich Work History
Philip has been registered as a financial advisor for 13 years.*
Dinosaur Securities
Rmr Wealth Management
*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 Philip Rabinovich 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 Management
New York, NY
New York, NY
New York, NY
Clifton Park, NY
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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