Marc Alexander Guido
Investment adviser representative at Rmr Wealth Builders, Inc.
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
11 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 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
10 years in the industry.
- Rmr Wealth Builders, Inc.Jan 2024 to now
- Rmr Wealth Builders, Inc.Jan 2022 to Dec 2023
- Calton & Associates, Inc.Feb 2019 to Dec 2022
- Rmr Wealth Builders, Inc.Feb 2019 to Dec 2021
- Hennion & WalshJan 2018 to May 2018
- Summit Equities, Inc.Oct 2017 to Oct 2017
- Summit Financial Resources, Inc.Oct 2017 to Oct 2017
- Summit Risk Management, Inc.Oct 2017 to Oct 2017
- David Lerner AssociatesSep 2017 to Sep 2017
- Cash Cash, LLCJan 2017 to Feb 2019
- UnemployedJan 2017 to Sep 2017
- Commonwealth Financial NetworkFeb 2016 to Jan 2017
- David Elefant Wealth Management GroupFeb 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5674772
- Firm CRD
- 169005