Advisors at this firm
Lore G
Series 63, Series 65
New York, NY
RMR Wealth Management
Lore Gordon is a financial advisor at RMR Wealth Management with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RMR Wealth Management since 2011. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers multiple managed account programs and project-based consulting, using third-party platforms and sub-advisers for manager selection, asset allocation, and reporting.
Mark M
Series 66
New York, NY
RMR Wealth Management
Mark Magnusen is a financial advisor at RMR Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Moors Cabot Inc, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones Investments. Outside of his advisory work, Magnusen serves on several nonprofit boards, including the Norwalk Junior Soccer Association and the Norwalk Senior Center, and is involved with adult education at the First Presbyterian Church of New Canaan. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm utilizes multiple managed account programs and third-party platforms to tailor investment strategies based on clients’ goals, time horizon, and risk tolerance.
Brian M
Series 63, Series 65, Series 66
New York, NY
RMR Wealth Management
Brian Mayer is a financial advisor at RMR Wealth Management in New York, NY, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has worked at Dinosaur Securities, LLC and RMR Wealth Management since 2010. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities, utilizing multiple managed account programs and project-based consulting services. The firm uses third-party platforms and sub-advisers for manager selection, asset allocation, and reporting, incorporating both fundamental and technical investment analysis.
Scott C
Series 63, Series 65
New York, NY
RMR Wealth Management
Scott Clements is a financial advisor at RMR Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Capital Management and Merrill Lynch, Pierce, Fenner & Smith Incorporated. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, using a combination of fundamental and technical investment analysis and leveraging third-party platforms and sub-advisers for manager selection and asset allocation.
Richard T
CFP®, Series 63, Series 65
Morrisville, PA
RMR Wealth Management
Richard Tattory is a CFP® with three years of experience at RMR Wealth Management and prior roles at Fountainhead Capital Management and Tattory Financial Group, which he has owned since 1994. He is also a licensed insurance producer involved in the sale of life and health insurance products. Additionally, he works in real estate sales as a listing agent. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm utilizes third-party platforms and sub-advisers for manager selection and offers a range of managed account programs alongside project-based consulting services.
Philip R
Series 63, Series 65
New York, NY
RMR Wealth Management
Philip Rabinovich is a financial advisor with RMR Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RMR Wealth Management and Dinosaur Securities since 2010. Outside his advisory role, he is the managing member of SP Capital Partners LLC, where he is involved in investment selection and management. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm offers various managed account programs and project-based consulting, utilizing third-party platforms and sub-advisers for manager selection and asset allocation while incorporating both fundamental and technical investment analysis.
