Lore Gordon has been an investment adviser representative at RMR Wealth Management since February 2013, and is not listed among the firm’s executive officers or direct owners. Lore Gordon studied at Baruch College.
RMR Wealth Management is a New York, NY firm with $195M under management, 189 clients and 7 advisers in one office, as of its March 2026 filing.
Lore Gordon is Managing Director of Insurance and Annuity Sales for RMR Wealth Management. She has been managing assets for high net worth clients and business owners since 1987. Before joining RMR, she was Department Head of Annuity Sales and Training at Mass Mutual, and she began her career on Wall Street at Merrill Lynch.
- RMR Wealth ManagementCurrent– present · 13 yearsNew York, NY · Adviser representative · Firm CRD 152266
Investment adviser representative registrations
Lore Gordon is registered as an investment adviser representative in 2 states. The first approvals date from February 2013; the most recent is New York, in June 2021.
- New JerseySince 15 February 2013
- New YorkSince 4 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 31 January 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2012 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 18 December 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 1987 |
| Series 7 | General Securities Representative Examination | 17 January 1987 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lore Marie Gordon
- CRD
- 1603850
- Firm
- RMR Wealth Management · CRD 152266
- Office
- 14 PENN PLAZA, STE 1316, New York, NY 10122
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- rmrwm.com
Where does Lore Gordon work?
Lore Gordon is an investment adviser representative registered through RMR Wealth Management since February 2013, and is not listed among the firm’s executive officers or direct owners.
Is Lore Gordon a financial advisor?
Yes. Lore Gordon has a current investment-adviser registration in New Jersey and New York, through RMR Wealth Management since February 2013.
How many years of experience does Lore Gordon have?
Lore Gordon has 37 years in the financial industry, since November 1988, across 1 adviser firm.
What exams has Lore Gordon passed?
Lore Gordon has passed 6 licensing exams: the Series 7, Series 63, Series 26, Series 65, Series 24 and Series 99TO. The earliest, the Series 7, was passed in January 1987. FINRA credited Lore Gordon with the SIE, which began in October 2018.
Where is Lore Gordon based?
Lore Gordon’s registered office is in New York, NY.
Is Lore Gordon registered with FINRA?
Yes. Lore Gordon has a current broker registration, under CRD 1603850.
Source: FINRA BrokerCheck
How can I verify Lore Gordon’s record?
Search CRD 1603850 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lore Gordon’s full registration record.
