Brett Patrick Larson
Investment adviser representative at Romano Wealth Management
21 yearsExperience
20 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
21 years in the industry.
- Romano Brothers and CompanyNov 2006 to now
- Chase Investment Services Corp.Jul 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 20 states (AZ, CA, CO, DC, FL, GA, IL, IN, LA, MD, MI, NC, NJ, NY, OH, 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
- 4620646
- Firm CRD
- 3215