Joseph Richardviktory Romano
Investment adviser representative at Romano Wealth Management
31 yearsExperience
21 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Romano Brothers and CompanyAug 1995 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 21 states (AZ, CA, CO, DC, FL, GA, IL, IN, MD, MI, MN, NC, NY, OH, OR, SC, TX, UT, VA, WA, WI).
Romano Wealth Management
Legal name: Romano Brothers and Company
$1.5BAssets managed
969Clients
11Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2659164
- Firm CRD
- 3215