Joseph Giorgio Romano
Investment adviser representative at Fortem Financial Group, LLC
10 yearsExperience
2 statesRegistered in
$631.9MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- M.S. Howells & Co.Jan 2024 to now
- Fortem Financial Group, LLCFeb 2018 to now
- Purshe Kaplan Sterling InvestmentsAug 2016 to Dec 2023
- Fortem Financial, LLCJul 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Fortem Financial Group, LLC
$631.9MAssets managed
347Clients
6Advisers
8 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
- 4140354
- Firm CRD
- 291662