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Romeo Antonio Bertolini

LAUFER WEALTH MANAGEMENT, LLC·BABYLON, New York
SIE, Series 7, Series 7TO, Series 55, Series 63, Series 65Clean record8 years registeredLAUFER 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 · 8 years registered
Brand Profile
Not yet started
01

Career History

LAUFER WEALTH MANAGEMENT, LLC
May 2020 – present
LPL FINANCIAL LLC
Nov 2019 – Jan 2022
LINDENHURST, NY
LAUFER WEALTH MANAGEMENT, LLC
Mar 2018 – Dec 2019
BABYLON, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 55
Series 63
Series 65
Registration record
First registered · March 7, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAUFER WEALTH MANAGEMENT, LLC
CRD 173446 · SEC 801-109945
AUM
$123M
Regulatory assets under management
Employees
2
136 client accounts
Services offered by LAUFER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Security ratings or pricing services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at LAUFER WEALTH MANAGEMENT, LLC →
Introduction

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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

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