Unclaimed Profile

Matthew James Romeo

EVERHART FINANCIAL GROUP INC·DUBLIN, Ohio

SIE, Series 7, Series 24, Series 63CFP21 years registeredEVERHART FINANCIAL GROUP INC

535 METRO PLACE SOUTH, DUBLIN, OH 43017CRD# 4201945Firm CRD# 107091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew James Romeo · DUBLIN, OH

Registration

CRD #4201945 · EVERHART FINANCIAL GROUP INC · 21 years registered

Brand Profile

Not yet started

Career History

EVERHART ADVISORS

Jan 2005 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · January 24, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2023Customer Dispute·Settled

2016Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

EVERHART FINANCIAL GROUP INC

CRD 107091 · SEC 801-50786

AUM

$1.4B

Regulatory assets under management

Employees

4,645 client accounts

Services offered by EVERHART FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVERHART FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Matthew James Romeo offer?

Matthew James Romeo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Matthew James Romeo's credentials?

Matthew James Romeo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew James Romeo located?

Matthew James Romeo is based in DUBLIN, Ohio, working with EVERHART FINANCIAL GROUP INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Matthew James Romeo charge for services?

Matthew James Romeo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERHART FINANCIAL GROUP INC?

EVERHART FINANCIAL GROUP INC has approximately 47 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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