Unclaimed Profile

Steven Todd Romick

FIRST PACIFIC ADVISORS, LP·EL SEGUNDO, California

FIRST PACIFIC ADVISORS, LP

2101 EAST EL SEGUNDO BLVD., EL SEGUNDO, CA 90245CRD# 2071808Firm CRD# 141823

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Todd Romick · EL SEGUNDO, CA

Registration

CRD #2071808 · FIRST PACIFIC ADVISORS, LP

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Steven Todd Romick is a registered financial advisor based in EL SEGUNDO, California, affiliated with FIRST PACIFIC ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIRST PACIFIC ADVISORS, LP

AUM

$24.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST PACIFIC ADVISORS, LP →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2071808

Firm CRD# 141823

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Todd Romick offer?

Steven Todd Romick specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.

What are Steven Todd Romick's credentials?

Steven Todd Romick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Todd Romick located?

Steven Todd Romick is based in EL SEGUNDO, California, working with FIRST PACIFIC ADVISORS, LP. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.

How does Steven Todd Romick charge for services?

Steven Todd Romick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST PACIFIC ADVISORS, LP?

FIRST PACIFIC ADVISORS, LP has approximately 74 employees and manages $24.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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