Valerie Romano Larson
Investment adviser representative at Romano Wealth Management
1 stateRegistered in
$1.5BFirm assets
40 yearsFirm in business
1Exams passed
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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
No employment history in this record.
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6544905
- Firm CRD
- 3215