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Michael Alan Romo

TORCHLIGHT INVESTORS, LLC·NEW YORK, New York
Unclaimed Profile
280 PARK AVENUE, NEW YORK, NY 10017CRD# 5636766Firm CRD# 111289
01

About

Michael Alan Romo is a registered financial advisor based in NEW YORK, New York, affiliated with TORCHLIGHT INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TORCHLIGHT INVESTORS, LLC
TORCHLIGHT INVESTORS, LLC
AUM
$6.5B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at TORCHLIGHT INVESTORS, LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5636766
Firm CRD# 111289
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Alan Romo offer?
Michael Alan Romo specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Michael Alan Romo's credentials?
Michael Alan Romo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Alan Romo located?
Michael Alan Romo is based in NEW YORK, New York, working with TORCHLIGHT INVESTORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Michael Alan Romo charge for services?
Michael Alan Romo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TORCHLIGHT INVESTORS, LLC?
TORCHLIGHT INVESTORS, LLC has approximately 59 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Felipe Dorregaray
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Marshall Reiss
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