Tara Romeo
Investment adviser representative at R & R Financial Planners, Inc.
17 yearsExperience
1 stateRegistered in
$60.1MFirm assets
3 yearsFirm in business
Are you Tara Romeo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- R & R Financial Planners, Inc.Apr 2022 to now
- Rnr Securities, LLCSep 2019 to now
- Professional Physical TherapySep 2009 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
R & R Financial Planners, Inc.
$60.1MAssets managed
232Clients
5Advisers
3 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
- 7202257
- Firm CRD
- 113291