Richard Tattory has been an investment adviser representative at RMR Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Richard Tattory’s longest registration was 3 years at Fountainhead Advisors (2022–2025). Before joining RMR Wealth Management in 2025, Richard Tattory was registered through Fountainhead Advisors.
- RMR Wealth ManagementCurrent– present · under a yearMorrisville, PA · Adviser representative · Firm CRD 152266
- Fountainhead Advisors– · 3 yearsHamilton, NJ · Adviser representative · Firm CRD 156185
Investment adviser representative registrations
Richard Tattory is registered as an investment adviser representative in Pennsylvania, since November 2025.
- PennsylvaniaSince 19 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 May 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 March 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Richard Thomas Tattory
- CRD
- 1093626
- Firm
- RMR Wealth Management · CRD 152266
- Office
- 203 Vernon PA, Morrisville, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Richard Tattory work?
Richard Tattory is an investment adviser representative registered through RMR Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Richard Tattory a financial advisor?
Yes. Richard Tattory has a current investment-adviser registration in Pennsylvania, through RMR Wealth Management since November 2025.
How many years of experience does Richard Tattory have?
Richard Tattory has 4 years in the financial industry, since May 2022, across 2 adviser firms.
What exams has Richard Tattory passed?
Richard Tattory has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 1983.
Where did Richard Tattory work before RMR Wealth Management?
Before RMR Wealth Management, Richard Tattory was registered through Fountainhead Advisors, May 2022 to November 2025.
Where is Richard Tattory based?
Richard Tattory’s registered office is in Morrisville, PA.
Is Richard Tattory registered with FINRA?
No. Richard Tattory has no current broker registration.
How can I verify Richard Tattory’s record?
Search CRD 1093626 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Tattory’s full registration record.
