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John Romano

CFM ADVISORS INC·HAUPPAUGE, New York
Unclaimed Profile
1373 VETERANS HIGHWAY, HAUPPAUGE, NY 11788CRD# 1328361Firm CRD# 111581
01

About

John Romano is a registered financial advisor based in HAUPPAUGE, New York, affiliated with CFM ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CFM ADVISORS INC
CCG INVESTMENTS
AUM
$1.7B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CFM ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1328361
Firm CRD# 111581
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Romano offer?
John Romano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HAUPPAUGE, New York for a consultation.
What are John Romano's credentials?
John Romano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Romano located?
John Romano is based in HAUPPAUGE, New York, working with CFM ADVISORS INC. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.
How does John Romano charge for services?
John Romano's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFM ADVISORS INC?
CFM ADVISORS INC has approximately 5 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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