Philip Rabinovich has been Managing Member of RMR Wealth Management since November 2009, is a control person of the firm and directly owns 75% or more of it. Philip Rabinovich holds a Bachelor of Arts in Economics and International Relations from Tufts University. Philip Rabinovich studied at Oxford University.
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.
Philip Rabinovich is Co-Founder and Managing Partner of RMR Wealth Management, LLC. He brings over 25 years of financial services experience to managing diversified investment portfolios for high net worth and institutional clients. Before launching RMR, he held several senior level positions responsible for investment management, portfolio advisory, brokerage and trading execution services. He co-founded, built and sold Mercer Partners, Inc. and began his career at Bear, Stearns & Co. Inc.
Philip Rabinovich’s longest registration is the current one, 16 years at RMR Wealth Management since 2010. Before joining RMR Wealth Management in 2010, Philip Rabinovich was registered through McGinn, Smith Advisors LLC.
- RMR Wealth ManagementCurrent– present · 16 yearsNew York, NY · Adviser representative · Firm CRD 152266
- McGinn, Smith Advisors LLC– · 2 yearsAlbany, NY · Adviser representative · Firm CRD 137827
Investment adviser representative registrations
Philip Rabinovich is registered as an investment adviser representative in 2 states. The first approvals date from January 2010; the most recent is New York, in November 2021.
- New JerseySince 14 January 2010
- New YorkSince 29 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 3 December 2010 |
| Series 24 | General Securities Principal Examination | 1 February 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 June 1999 |
| Series 7 | General Securities Representative Examination | 26 May 1999 |
- Name
- Operations Professional Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Philip S. Rabinovich
- CRD
- 3232299
- Firm
- RMR Wealth Management · CRD 152266
- Role
- Managing Member
- Office
- 14 PENN PLAZA, STE 1316, New York, NY 10122
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- rmrwm.com
Where does Philip Rabinovich work?
Philip Rabinovich has been Managing Member of RMR Wealth Management since November 2009, and is a control person of the firm.
Is Philip Rabinovich a financial advisor?
Yes. Philip Rabinovich has a current investment-adviser registration in New Jersey and New York, through RMR Wealth Management since January 2010.
How many years of experience does Philip Rabinovich have?
Philip Rabinovich has 27 years in the financial industry, since July 1999, across 2 adviser firms.
What exams has Philip Rabinovich passed?
Philip Rabinovich has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 3, Series 65, Series 99TO and Series 79TO. The earliest, the Series 7, was passed in May 1999. FINRA credited Philip Rabinovich with the SIE, which began in October 2018.
Where did Philip Rabinovich work before RMR Wealth Management?
Before RMR Wealth Management, Philip Rabinovich was registered through McGinn, Smith Advisors LLC, August 2006 to April 2009.
Where is Philip Rabinovich based?
Philip Rabinovich’s registered office is in New York, NY.
Is Philip Rabinovich registered with FINRA?
Yes. Philip Rabinovich has a current broker registration, under CRD 3232299.
Source: FINRA BrokerCheck
How can I verify Philip Rabinovich’s record?
Search CRD 3232299 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Philip Rabinovich’s full registration record.
