Unclaimed
Gary Stephen Mannuzza is a financial advisor who has been in the industry since 2014. Gary currently works at RMR Wealth Builders, Inc., and TKG Wealth Advisers LLC. Gary is registered as an Investment Advisor Representative in New Jersey. Gary has been with RMR Wealth Builders, Inc. since 2022 and TKG Wealth Advisers LLC since 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting engagement for specific purpose such as education funding, estate planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Insurance compensation
1
2
NJ
02/18/2022 - Present
RMR Wealth Builders, Inc. (Clark NJ)
NJ
10/29/2021 - 09/21/2023
CALTON & ASSOCIATES, INC. (Clark NJ)
NJ
10/25/2019 - 10/26/2021
AVANTAX INVESTMENT SERVICES, INC. (Scotch Plains NJ)
NJ
11/23/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Scotch Plains NJ)
BOTH
Issued 12/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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