Adam David Hunt
Investment adviser representative at Rmr Wealth Builders, Inc.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Rmr Wealth Builders, Inc.Feb 2022 to now
- EztpaSep 2017 to now
- Transamerica Capital, Inc.Jan 2017 to Sep 2017
- Diversified Investors Securities CorpJan 2006 to Jan 2017
- Transamerica Retirement ServicesOct 2005 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rmr Wealth Builders, Inc.
$2.9BAssets managed
2,099Clients
51Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3084460
- Firm CRD
- 169005