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Robert Adam Tempchin

R & M Wealth Management, LLC

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About Robert Adam Tempchin

Robert Tempchin is an investment advisor representative currently registered with R & M Wealth Management, LLC in Bethesda, MD. Robert has been in the industry since 2000 and has worked with several firms prior to joining R & M Wealth Management, LLC. Robert has Series 7 and Series 66 licenses. Robert is also a registered accountant and provides accounting and tax preparation services for a separate company.

Firm Information

Robert Tempchin is currently registered with R & M Wealth Management, LLC. R & M Wealth Management, LLC is an investment advisor with 1 investment advisor representative. The firm offers selection of other advisors as an advisory service. They do not offer financial planning, pension consulting, or portfolio management services. R & M Wealth Management, LLC does not have any regulatory assets under management.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

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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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Referral fees

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Robert Tempchin’s Registration & Firm History

MD

08/31/2022 - Present

R & M Wealth Management, LLC (BETHESDA MD)

MD

05/12/2004 - 11/23/2009

H.D. VEST INVESTMENT SERVICES (SILVER SPRING MD)

NY

04/09/2001 - 05/05/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

01/06/2000 - 08/22/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Adam Tempchin.
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