Unclaimed Profile

Daniel Charles Romano

GRAY PRIVATE WEALTH, LLC·CANTON, Massachusetts

SIE, Series 7, Series 66Clean record21 years registeredGRAY PRIVATE WEALTH, LLC

150 ROYALL STREET, CANTON, MA 02021CRD# 2888986Firm CRD# 128547

Profile Verification

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

Identity

Daniel Charles Romano · CANTON, MA

Registration

CRD #2888986 · GRAY PRIVATE WEALTH, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAY PRIVATE WEALTH, LLC

1ST GLOBAL ADVISORS INC

May 2011 – Feb 2018

CANTON, MA

GRAY PRIVATE WEALTH, LLC

Sep 2004 – Jan 2024

WESTWOOD, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 10, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAY PRIVATE WEALTH, LLC

CRD 128547 · SEC 801-112720

AUM

$396M

Regulatory assets under management

Employees

260 client accounts

Services offered by GRAY PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRAY PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Charles Romano offer?

Daniel Charles Romano specializes in Financial Planning, Investment Management.

What are Daniel Charles Romano's credentials?

Daniel Charles Romano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Charles Romano located?

Daniel Charles Romano is based in CANTON, Massachusetts, last registered with GRAY PRIVATE WEALTH, LLC.

How does Daniel Charles Romano charge for services?

Daniel Charles Romano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAY PRIVATE WEALTH, LLC?

GRAY PRIVATE WEALTH, LLC has approximately 8 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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