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Joseph Richardviktory Romano

ROMANO BROTHERS AND COMPANY·EVANSTON, Illinois
SIE, Series 4, Series 7, Series 24, Series 55, Series 57TO, Series 63CFPClean record28 years registeredROMANO BROTHERS AND COMPANY
1560 SHERMAN AVENUE, EVANSTON, IL 60201CRD# 2659164Firm CRD# 3215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Richardviktory Romano · EVANSTON, IL
Registration
CRD #2659164 · ROMANO BROTHERS AND COMPANY · 28 years registered
Brand Profile
Not yet started
01

Career History

ROMANO WEALTH MANAGEMENT
Jun 1998 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 55
Series 57TO
Series 63
Registration record
First registered · June 25, 1998
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROMANO BROTHERS AND COMPANY
CRD 3215 · SEC 801-27061
AUM
$1.2B
Regulatory assets under management
Employees
15
1,978 client accounts
Services offered by ROMANO BROTHERS AND COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROMANO BROTHERS AND COMPANY →
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Frequently Asked Questions

What services does Joseph Richardviktory Romano offer?
Joseph Richardviktory Romano specializes in Financial Planning, Investment Management. Contact their office in EVANSTON, Illinois for a consultation.
What are Joseph Richardviktory Romano's credentials?
Joseph Richardviktory Romano holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Richardviktory Romano located?
Joseph Richardviktory Romano is based in EVANSTON, Illinois, working with ROMANO BROTHERS AND COMPANY. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Joseph Richardviktory Romano charge for services?
Joseph Richardviktory Romano's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROMANO BROTHERS AND COMPANY?
ROMANO BROTHERS AND COMPANY has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROMANO BROTHERS AND COMPANY

Eric Arthur Bederman
EVANSTON, IL
Douglas Norman Geisser
EVANSTON, IL
Richard Constantino Romano
EVANSTON, IL
William James Reilly
EVANSTON, IL

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