Mark Magnusen has been an investment adviser representative at RMR Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Mark Magnusen holds an MBA from Columbia Business School and a BBA from Bernard Baruch College, CUNY.
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.
Mark Magnusen is Vice President of RMR Wealth Management. He has over 35 years of experience in finance, investments and accounting, and works with his clients to plan and implement solutions to achieve their goals. Before his wealth management career, he was an International Tax Advisor for PwC, Arthur Andersen and EY, and a Finance Officer for the United Nations in New York and Baghdad, Iraq.
Mark Magnusen’s longest registration was 3 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2011–2015). Before joining RMR Wealth Management in 2025, Mark Magnusen was registered through Moors & Cabot, Inc and Park Avenue Securities LLC.
- RMR Wealth ManagementCurrent– present · 1 yearNew York, NY · Adviser representative · Firm CRD 152266
- Moors & Cabot, Inc– · 2 yearsWestport, CT · Adviser representative · Firm CRD 594
- Park Avenue Securities LLC– · 3 yearsRye Brook, NY · Adviser representative · Firm CRD 46173
- Prudential Financial Planning Services– · 1 yearWhite Plains, NY · Adviser representative · Firm CRD 5685
- Strategic Advisers, Inc.– · under a yearStamford, CT · Adviser representative · Firm CRD 104555
- Edward Jones– · 1 yearFairfield, CT · Adviser representative · Firm CRD 250
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsStamford, CT · Adviser representative · Firm CRD 7691
- Morgan Stanley Smith Barney LLC– · 1 yearWestport, CT · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Mark Magnusen is registered as an investment adviser representative in 3 states. The first approvals date from October 2025; the most recent is Massachusetts, in November 2025.
- ConnecticutSince 17 October 2025
- MassachusettsSince 7 November 2025
- New YorkSince 17 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 March 2010 |
| Series 7 | General Securities Representative Examination | 4 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5744384
- 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
- May 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- rmrwm.com
Where does Mark Magnusen work?
Mark Magnusen is an investment adviser representative registered through RMR Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mark Magnusen a financial advisor?
Yes. Mark Magnusen has a current investment-adviser registration in Connecticut, Massachusetts and New York, through RMR Wealth Management since October 2025.
How many years of experience does Mark Magnusen have?
Mark Magnusen has 16 years in the financial industry, since May 2010, across 8 adviser firms.
What exams has Mark Magnusen passed?
Mark Magnusen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2010. FINRA credited Mark Magnusen with the SIE, which began in October 2018.
Where did Mark Magnusen work before RMR Wealth Management?
Before RMR Wealth Management, Mark Magnusen was registered through Moors & Cabot, Inc, May 2023 to October 2025; Park Avenue Securities LLC, March 2020 to May 2023; Prudential Financial Planning Services, April 2018 to February 2020; Strategic Advisers, Inc., February 2017 to November 2017; Edward Jones, June 2015 to January 2017; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2011 to June 2015; Morgan Stanley Smith Barney LLC, March 2010 to September 2011.
Where is Mark Magnusen based?
Mark Magnusen’s registered office is in New York, NY.
Is Mark Magnusen registered with FINRA?
Yes. Mark Magnusen has a current broker registration, under CRD 5744384.
Source: FINRA BrokerCheck
How can I verify Mark Magnusen’s record?
Search CRD 5744384 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mark Magnusen’s full registration record.
