Unclaimed Profile

Joel Romines

KNIGHTSBRIDGE ADVISERS LLC·BARTLESVILLE, Oklahoma

Series 65Clean record32 years registeredKNIGHTSBRIDGE ADVISERS LLC

122 SW FRANK PHILLIPS BOULEVARD, BARTLESVILLE, OK 74003CRD# 2440650Firm CRD# 111043

Profile Verification

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

Identity

Joel Romines · BARTLESVILLE, OK

Registration

CRD #2440650 · KNIGHTSBRIDGE ADVISERS LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KNIGHTSBRIDGE ADVISERS LLC

KNIGHTSBRIDGE ADVISERS LLC

Jan 1994 – Dec 2024

BARTLESVILLE, OK

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 3, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KNIGHTSBRIDGE ADVISERS LLC

CRD 111043 · SEC 801-45068

AUM

$2.9B

Regulatory assets under management

Employees

24 client accounts

Services offered by KNIGHTSBRIDGE ADVISERS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at KNIGHTSBRIDGE ADVISERS LLC →

Introduction

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Frequently Asked Questions

What services does Joel Romines offer?

Joel Romines specializes in Retirement Planning.

What are Joel Romines's credentials?

Joel Romines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Romines located?

Joel Romines is based in BARTLESVILLE, Oklahoma, last registered with KNIGHTSBRIDGE ADVISERS LLC.

How does Joel Romines charge for services?

Joel Romines's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KNIGHTSBRIDGE ADVISERS LLC?

KNIGHTSBRIDGE ADVISERS LLC has approximately 16 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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