AdFi
MM

Mason Murdock

Investment Adviser Representative at RMR Wealth Builders, Inc.

Montclair, NJCRD #7971079Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

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

Mason Murdock is an investment adviser representative with RMR Wealth Builders, Inc. in Montclair, NJ, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Jersey.

Office

111 Grove Street, Suite 203
Montclair, NJ 07042

Advisors at this office: 28

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

RMR Wealth Builders, Inc.Current
7/22/2025 – Montclair, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fortissimo Osteria
    Jun 2021 – May 2024West Orange, NJ
  2. RMR Wealth Builders, Inc.
    Apr 2024 – May 2025Montclair, NJ
  3. Unemployed
    Apr 2014 – Jun 2021West Orange, NJ
  4. RMR Wealth Builders, Inc.
    May 2025 – no end date reportedMontclair, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About RMR Wealth Builders, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.0265
Firm's annual rate schedule by assets
  • All AUM2.65%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
53
Offices listed on AdvisorFinder:
9
Main office:
Montclair, NJ
SEC file number:
801-80404

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 15, 2026

View full firm profile

Other advisors at RMR Wealth Builders, Inc.

Showing 12 of 53 in the directory

View RMR Wealth Builders, Inc. firm profile

Similar advisors in Montclair, NJ

Other advisors whose filed branch office is in the same city.

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. Mason Murdock 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Mason Murdock (RMR Wealth Builders) - Fees & Credentials