Philip S. Rabinovich
Investment adviser representative at Rmr Wealth Management
16 yearsExperience
2 statesRegistered in
$195.4MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Rmr Wealth ManagementJan 2010 to now
- Dinosaur SecuritiesJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Rmr Wealth Management
$195.4MAssets managed
189Clients
8Advisers
16 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
- 3232299
- Firm CRD
- 152266