Ameriprise Financial Services
45yrs
Top advisor by experience in Montclair
40yrs
Stuart Simchowitz
Full name on record: Stuart Michael Simchowitz
Financial advisor at RMR Wealth Builders
Stuart Simchowitz is a fiduciary financial advisor in Montclair, New Jersey, with 40 years in the industry. After seven years at Calton & Associates and seven years at American Portfolios Advisors, Stuart joined RMR Wealth Builders in 2020, a firm offering financial planning, investment management, and retirement plan consulting. RMR Wealth Builders reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 82 advisors with offices in Montclair, and one of 73 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience nationwide
Office111 Grove Street Suite 203, Montclair, NJ 07042
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$943,311
Advisors at the firm54
States licensed ?2 states
Services through RMR Wealth Builders
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowRMR Wealth Builders, Inc.Current firm
- 2014 – 2022Calton & Associates, Inc.Previously
- 2008 – 2015American Portfolios Advisors, Inc.Previously
- Mar 2008 – Nov 2008NRP Advisors, Inc.Previously
- May 2007 – Oct 2008NRP Financial, Inc.Previously
- 2004 – 2007BCG Securities, Inc.Previously
- Aug 2003 – Aug 2004Walnut Street Securities, Inc.Previously
- 2001 – 2003Nathan & Lewis Securities, Inc.Previously
Contact Stuart
(201) 836-2460RMR Wealth Builders main office 111 Grove Street Suite 203Montclair, NJ 07042Office · Get directions Facebook pageRMR Wealth Builders
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Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call RMR Wealth Builders at (201) 836-2460 and ask for Stuart Simchowitz. Stuart works from the Montclair, NJ office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 1986, about 40 years. Top 4% by experience nationwide.
What licenses does Stuart hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
RMR Wealth Builders reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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