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William Vito Romeo

R & R FINANCIAL PLANNERS, INC.·EAST MEADOW, New York
Clean recordR & R FINANCIAL PLANNERS, INC.
1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY 11554CRD# 1041846Firm CRD# 113291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Vito Romeo · EAST MEADOW, NY
Registration
CRD #1041846 · R & R FINANCIAL PLANNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Vito Romeo is a registered financial advisor based in EAST MEADOW, New York, affiliated with R & R FINANCIAL PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
R & R FINANCIAL PLANNERS, INC.
R & R FINANCIAL PLANNERS, INC.
AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at R & R FINANCIAL PLANNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1041846
Firm CRD# 113291
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Vito Romeo offer?
William Vito Romeo specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EAST MEADOW, New York for a consultation.
What are William Vito Romeo's credentials?
William Vito Romeo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Vito Romeo located?
William Vito Romeo is based in EAST MEADOW, New York, working with R & R FINANCIAL PLANNERS, INC.. Their office serves clients in the EAST MEADOW metropolitan area and surrounding communities.
How does William Vito Romeo charge for services?
William Vito Romeo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R & R FINANCIAL PLANNERS, INC.?
R & R FINANCIAL PLANNERS, INC. has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at R & R FINANCIAL PLANNERS, INC.

Nancy Ann Praino
EAST MEADOW, NY

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