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Marshall Stephen Burroughs

RMR Wealth Builders, Inc.

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About Marshall Stephen Burroughs

Marshall Burroughs is a financial advisor with over 20 years of experience in the industry. Marshall is currently registered with RMR Wealth Builders, Inc. and provides financial planning, portfolio management, and pension consulting services. Marshall holds a Series 63, Series 65 and Series 7 licenses, and is also a Certified Financial Planner.

Firm Information

Marshall Burroughs is currently registered with RMR Wealth Builders, Inc.. RMR Wealth Builders, Inc. is a financial advisor based in Montclair, New Jersey. They offer a range of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. They have over 3,965 accounts and manage over $1.7 billion in assets.
RMR Wealth Builders, Inc.

111 GROVE STREET

MONTCLAIR, NJ 07042

$1.70B

Assets Under Management

10

Total Clients

43

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting engagement for specific purpose such as education funding, estate planning

Consulting engagement for specific purpose such as education funding, estate planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Insurance compensation

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Marshall Burroughs’s Registration & Firm History

NJ

02/21/2024 - Present

RMR Wealth Builders, Inc. (MONTCLAIR NJ)

NY

09/26/2000 - 09/05/2019

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marshall Stephen Burroughs.
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