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William Vito Romeo

R & R FINANCIAL PLANNERS, INC.·EAST MEADOW, New York
SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63CFP24 years registeredR & 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. · 24 years registered
Brand Profile
Not yet started
01

Career History

R & R FINANCIAL PLANNERS, INC.
Nov 2007 – present
R & R FINANCIAL PLANNERS, INC.
Mar 2002 – Dec 2004
EAST MEADOW, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 51
Series 63
Registration record
First registered · March 13, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

2023Customer Dispute·Settled
2023Regulatory·Final
2007Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
R & R FINANCIAL PLANNERS, INC.
CRD 113291 · SEC 801-127801
AUM
$39M
Regulatory assets under management
Employees
3
214 client accounts
Services offered by R & R FINANCIAL PLANNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at R & R FINANCIAL PLANNERS, INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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