LPL Financial
43yrs
Top advisor by experience in Cranford
24yrs
Robert Russo
Financial advisor at RMR Wealth Builders
Based in Cranford, New Jersey, Robert Russo is a financial advisor with 24 years of industry experience. Robert joined RMR Wealth Builders in 2020, after 11 years at Calton & Associates and ten years at Cetera Wealth Services. Robert’s designations include CFP® and CPA/PFS.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office1150 Raritan Rd. Suite 201, Cranford, NJ 07016
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 ?1 state
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.
Designations
CFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowTKG Wealth Advisers LLCCurrent
- 2020 – nowRMR Wealth Builders, Inc.Current firm
- 2012 – 2024Calton & Associates, Inc.Previously
- 2002 – 2012Cetera Wealth Services, LLCPreviously
Contact Robert
(201) 836-2460Firm headquarters in Montclair, NJ. Ask for Robert. 1150 Raritan Rd. Suite 201Cranford, NJ 07016Office · Get directions Facebook pageRMR Wealth Builders
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Robert
How do I contact Robert?
Call RMR Wealth Builders at (201) 836-2460 and ask for Robert Russo. Robert works from the Cranford, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
RMR Wealth Builders reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert 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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