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Brian Todd Mayer

Investment Adviser Representative at RMR WEALTH MANAGEMENT

New York, NYCRD #2640631Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
12 states
Exams Passed
11

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Todd Mayer has worked in the securities industry since 1995. They are registered to provide investment advisory services in 12 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
CaliforniaFloridaGeorgiaIllinoisIndianaNew JerseyNew YorkOhioOregonPennsylvaniaTexasVermont
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/29/2021
Series 66
Uniform Combined State Law Examination
Passed 10/31/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 11/9/1995
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 57
Securities Trader Exam
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 6/29/1999
Series 7
General Securities Representative Examination
Passed 11/2/1995
Series 4
Registered Options Principal Examination
Passed 6/15/2001
Series 24
General Securities Principal Examination
Passed 1/21/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

RMR Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RMR WEALTH MANAGEMENTCurrent
1/7/2010New York, NY
MCGINN, SMITH ADVISORS LLC
2/24/20064/1/2009Albany, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RMR WEALTH MANAGEMENT

6 other advisors in the directory

View RMR WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Todd Mayer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brian Todd Mayer - Financial Advisor in New York, NY | AdvisorFinder