PeteChandler- Financial Advisor Montclair, NJ

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About Pete Chandler

At RMR Wealth, our creative solutions can assist in getting your financial life on track. Our skilled advisors are here to help you establish and protect your financial future, from retirement savings to investment management.

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General Information

Firm Start Year

1986

No. of Employees

50-99

automated call

CRD#

4547891

Firm CRD#

169005

Name of Custodial Firm

Fidelity, Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Assets Managed by Firm

2.2b

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee

Education

BA - Industrial Labor Relations

State University of New York at Potsdam
9/1994 -5/1998

MBA - Finance

University of Southern Maine
1/2000 -12/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892978/paladinregistry-RMR-Wealth-Builders,-Inc.-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Pete Chandler

RMR Wealth Builders, Inc.