Angelo Joseph Romano
Investment adviser representative at Sc&h Wealth
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.2BFirm 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
- Pension consulting
Experience
22 years in the industry.
- Sc&h WealthMar 2020 to now
- Sc&h Financial Advisors, Inc.Jan 2020 to now
- MecuApr 2018 to Jan 2020
- AdpMay 2017 to Apr 2018
- ApgfcuOct 2004 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Sc&h Wealth
Legal name: Sc&h Financial Advisors, Inc.
$1.2BAssets managed
676Clients
19Advisers
17 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
- 7224956
- Firm CRD
- 120666