Pete Chandler

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About Pete Chandler

Pete is a Financial Advisor at RMR Wealth, with a planning-first mindset and a passion for helping individuals and families achieve financial clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, Pete focuses on organizing his clients' financial lives, educating them to make informed decisions, and guiding them toward long-term success.

Pete has been in financial services since 2002, through various roles at The Hartford, Sunlife Financial, CION Investments and Fisher Investments. He has been a CFP® professional since 2012 and will continue to build on a successful career built on trust, honesty, and helping others reach their goals. Pete's mission aligns with RMR's core philosophy: to make a positive difference in the lives of the clients we serve.

Outside of his work in financial planning, Pete is actively involved in his community as a youth hockey coach and a board member for the Harding Madison Ice Hockey Association. He lives in New Jersey with his wife and three children and enjoys playing hockey, golfing, and coaching kids' sports.

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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

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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:

RMR Wealth Builders, Inc.