Megan Naydenova
Investment adviser representative at Romano Wealth Management
13 yearsExperience
13 statesRegistered in
$1.5BFirm assets
40 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Romano Brothers and CompanyApr 2024 to now
- Morgan Stanley Private Bank, N.A.Jan 2019 to Apr 2024
- Morgan Stanley Smith Barney LLCMay 2018 to Apr 2024
- Smith BucklinJan 2018 to Apr 2018
- UnemployedJun 2017 to Dec 2017
- Espresso RoyaleAug 2014 to May 2017
- University of IllinoisAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, CO, FL, GA, IL, IN, MI, MN, NC, UT, VA, WA).
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
- 6959353
- Firm CRD
- 3215