Ryan Goudie
Investment adviser representative at Rmr Wealth Builders, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
Are you Ryan Goudie? Claim your profile
Contact this firm
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 2025 to now
- Rmr Wealth Builders, Inc.Jan 2022 to Dec 2024
- Calton & Associates, Inc.Jul 2019 to Dec 2022
- Rmr Wealth BuildersJan 2019 to Dec 2021
- MML Investors ServicesSep 2018 to Jan 2019
- Massmutual Nj-nycMar 2017 to Jan 2019
- Nylife Securities LLCNov 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 6724445
- Firm CRD
- 169005