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.
- Rmr Wealth Builders, Inc.Aug 2026 to now
- IndependentJan 2025 to Aug 2026
- Meteora CapitalOct 2022 to Dec 2024
- 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