William Anthony Romeo
Investment adviser representative at USA Financial Securities LLC
20 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$296.5MFirm 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Everest Retirement PlannersJan 2018 to now
- USA Financial Securities LLCDec 2016 to now
- Bmr Financial Services, LLCApr 2006 to now
- The Financial Awareness FoundationMar 2015 to Jan 2018
- United Planners' Financial ServicesMar 2014 to Dec 2016
- American Prosperity GroupApr 2006 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 9 states (CA, FL, GA, MA, MD, MO, NC, NJ, SC).
USA Financial Securities LLC
$296.5MAssets managed
1,246Clients
127Advisers
19 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
- 5133195
- Firm CRD
- 103857