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Romeo Antonio Bertolini

LAUFER WEALTH MANAGEMENT, LLC·BABYLON, New York
Clean recordLAUFER WEALTH MANAGEMENT, LLC
406 DEER PARK AVENUE, BABYLON, NY 11702CRD# 2650107Firm CRD# 173446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Romeo Antonio Bertolini · BABYLON, NY
Registration
CRD #2650107 · LAUFER WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Romeo Antonio Bertolini is a registered financial advisor based in BABYLON, New York, affiliated with LAUFER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LAUFER WEALTH MANAGEMENT, LLC
LAUFER WEALTH MANAGEMENT, LLC
AUM
$123M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LAUFER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2650107
Firm CRD# 173446
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Romeo Antonio Bertolini offer?
Romeo Antonio Bertolini specializes in Financial Planning. Contact their office in BABYLON, New York for a consultation.
What are Romeo Antonio Bertolini's credentials?
Romeo Antonio Bertolini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Romeo Antonio Bertolini located?
Romeo Antonio Bertolini is based in BABYLON, New York, working with LAUFER WEALTH MANAGEMENT, LLC. Their office serves clients in the BABYLON metropolitan area and surrounding communities.
How does Romeo Antonio Bertolini charge for services?
Romeo Antonio Bertolini'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 LAUFER WEALTH MANAGEMENT, LLC?
LAUFER WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BABYLON, NY
Paul Alotta
BABYLON, NY

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