Mark Magnusen
Investment adviser representative at Rmr Wealth Management
11 yearsExperience
3 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
11 years in the industry.
- Rmr Wealth ManagementOct 2025 to now
- Dinosaur Financial Group, LLCOct 2025 to now
- Moors Cabot IncMay 2023 to Oct 2025
- Guardian Life Insurance CompanyMar 2020 to May 2023
- Park Avenue SecuritiesMar 2020 to May 2023
- Pruco Securities LLCJan 2018 to Feb 2020
- Prudential Insurance Company of AmericaJan 2018 to Feb 2020
- UnemployedNov 2017 to Dec 2017
- Fidelity Brokerage ServicesJan 2017 to Nov 2017
- Edward Jones InvestmentsJun 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, 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
- 5744384
- Firm CRD
- 152266