William Romano
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
3 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you William Romano? 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Trinity Wealth Securities, LLCNov 2024 to now
- Florida Financial Advisors, LLCAug 2024 to now
- Bozeman Building GroupSep 2022 to Jun 2023
- Coldwell BankerMay 2021 to Jun 2022
- Montana State UniversityAug 2020 to Jun 2024
- Urban KithenFeb 2017 to Jul 2024
- Bozeman High SchoolJan 2014 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
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
- 7969450
- Firm CRD
- 288811