Michael Luis
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Michael Luis Email & Phone Number

Trading and Reporting Specialist at RMR Wealth Builders, Inc.
Location: Linden, New Jersey, United States 2 work roles
1 work email found @rmrwealth.com LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@rmrwealth.com
LinkedIn Profile matched
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Current company
RMR Wealth Builders, Inc.
Role
Trading and Reporting Specialist
Location
Linden, New Jersey, United States
Company size
53 employees

Who is Michael Luis? Overview

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Quick answer

Michael Luis is listed as Trading and Reporting Specialist at RMR Wealth Builders, Inc., a company with 53 employees, based in Linden, New Jersey, United States. AeroLeads shows a work email signal at rmrwealth.com and a matched LinkedIn profile for Michael Luis.

Michael Luis previously worked as Trading & Reporting Specialist at Rmr Wealth Builders, Inc..

Company email context

Email format at RMR Wealth Builders, Inc.

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{first_initial}{last}@rmrwealth.com
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AeroLeads found 1 current-domain work email signal for Michael Luis. Compare company email patterns before reaching out.

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Profile bio

About Michael Luis

A key member of the operations and investment teams Supporting trade processes, data management, client reporting and portfolio management functions. Michael works closely with the Investment team and RMR’s advisors.Graduated from Rutgers University and holds a Series 7 and Series 66 license.Qualifications: Detailed and analytical Able to work independently and in group setting Problem solver Respectful of professional relationsTask-oriented and punctual Motivated, multi-tasker, organizedInvestment advisory services offered through RMR Wealth Builders, Inc., a Registered Investment Adviser. Representatives of RMR do not provide legal or tax advice. https://adviserinfo.sec.gov/https://www.rmrwealth.com/p/disclosure

Listed skills include Investments, Portfolio Management, Securities, Series 7, and 6 others.

Current workplace

Michael Luis's current company

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RMR Wealth Builders, Inc.
Rmr Wealth Builders, Inc.
Trading and Reporting Specialist
Linden, NJ, US
Website
rmrwealth.com
Employees
53
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Company profile
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2 roles

Michael Luis work experience

A career timeline built from the work history available for this profile.

Trading & Reporting Specialist

Current
Rmr Wealth Builders, Inc.

Teaneck, NJ

  • Manage over one billion dollars in Assets Under Advisement, including institutional and private clients. Review and approve daily trade blotter, incoming/outgoing cash, unscheduled trade alert reports.
  • Execute trades for over 750 accounts quarterly, to better align client risk tolerance.
  • Pro-actively implemented procedures regarding rebalancing and assessment of client goals.
  • Noticed the company’s need for an effective model portfolio platform, which includes co-leading efficient investment committee meetings and creating a proprietary screening method.
  • Train advisors on network tools to aid in their practice.
  • Review & audit advisory fee billing on a quarterly basis.
Mar 2014 - Present
Team & coworkers

Colleagues at RMR Wealth Builders, Inc.

Other employees you can reach at rmrwealth.com. View company contacts for 53 employees →

NC Nick Cooper Nick Cooper Colleague at Rmr Wealth Builders, Inc.New York City Metropolitan Area, United States View → JS Julia Scott Julia Scott Colleague at Rmr Wealth Builders, Inc.Phoenix, Arizona, United States, United States View → PP Pamela Pemberthy Rice Pamela Pemberthy Rice Colleague at Rmr Wealth Builders, Inc.Montclair, New Jersey, United States, United States View → AC Alyssa Cortelyou, Cfp® Alyssa Cortelyou, Cfp® Colleague at Rmr Wealth Builders, Inc.Wayne, New Jersey, United States, United States View → ML Matthew Levens Matthew Levens Colleague at Rmr Wealth Builders, Inc.New York City Metropolitan Area, United States View → JD John D. Gentry Cfp®,Cebs®, Aif®,C(K)P®,Nqpc™ John D. Gentry Cfp®,Cebs®, Aif®,C(K)P®,Nqpc™ Colleague at Rmr Wealth Builders, Inc.Natick, Massachusetts, United States, United States View → AF Anthony Fanara Anthony Fanara Colleague at Rmr Wealth Builders, Inc.New York City Metropolitan Area, United States View → DL Dominick Lombardi Dominick Lombardi Colleague at Rmr Wealth Builders, Inc.New York City Metropolitan Area, United States View → AG Anthony Gallardo Anthony Gallardo Colleague at Rmr Wealth Builders, Inc.New York City Metropolitan Area, United States View → SE Sierra Egge Sierra Egge Colleague at Rmr Wealth Builders, Inc.Scottsdale, Arizona, United States, United States View →
FAQ

Frequently asked questions about Michael Luis

Quick answers generated from the profile data available on this page.

What company does Michael Luis work for?

Michael Luis works for RMR Wealth Builders, Inc..

What is Michael Luis's role at RMR Wealth Builders, Inc.?

Michael Luis is listed as Trading and Reporting Specialist at RMR Wealth Builders, Inc..

What is Michael Luis's email address?

AeroLeads has found 1 work email signal at @rmrwealth.com for Michael Luis at RMR Wealth Builders, Inc..

Where is Michael Luis based?

Michael Luis is based in Linden, New Jersey, United States while working with RMR Wealth Builders, Inc..

What companies has Michael Luis worked for?

Michael Luis has worked for Rmr Wealth Builders, Inc..

Who are Michael Luis's colleagues at RMR Wealth Builders, Inc.?

Michael Luis's colleagues at RMR Wealth Builders, Inc. include Nick Cooper, Julia Scott, Pamela Pemberthy Rice, Alyssa Cortelyou, Cfp®, and Matthew Levens.

How can I contact Michael Luis?

You can use AeroLeads to view verified contact signals for Michael Luis at RMR Wealth Builders, Inc., including work email, phone, and LinkedIn data when available.

What skills is Michael Luis known for?

Michael Luis is listed with skills including Investments, Portfolio Management, Securities, Series 7, Trading, Wealth, Financial Analysis, and Microsoft Excel.

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