Philip Romano
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2025 to now
- Osaic Wealth, IncAug 2023 to Aug 2025
- Royal Alliance Associates, Inc.Nov 2018 to Aug 2023
- Capitol Financial SolutionsFeb 2017 to Aug 2025
- Signator Investors, Inc.Feb 2017 to Nov 2018
- Allegheny Financial GroupDec 2012 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6147022
- Firm CRD
- 11025