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Allen V Sista

Investment adviser representative at Rmr Wealth Builders, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$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

11 years in the industry.

  1. Rmr Wealth Builders, Inc.Aug 2026 to now
  2. IndependentJan 2025 to Aug 2026
  3. Meteora CapitalOct 2022 to Dec 2024
  4. IndependentNov 2015 to Sep 2022

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
5247076
Firm CRD
169005
Advisor's SEC record (opens in a new tab)
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