Unclaimed Profile

Matthew Scott Romney

SDP MANAGEMENT LLC·SALT LAKE CITY, Utah

Clean recordSDP MANAGEMENT LLC

1240 EAST 2100 SOUTH, SUITE 300, SALT LAKE CITY, UT 84106CRD# 7110802Firm CRD# 301868

Profile Verification

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

Identity

Matthew Scott Romney · SALT LAKE CITY, UT

Registration

CRD #7110802 · SDP MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Scott Romney is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with SDP MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SUNDANCE BAY INVESTMENT MANAGER, LLC

SUNDANCE BAY

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUNDANCE BAY INVESTMENT MANAGER, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7110802

Firm CRD# 301868

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Scott Romney offer?

Matthew Scott Romney specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Matthew Scott Romney's credentials?

Matthew Scott Romney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Scott Romney located?

Matthew Scott Romney is based in SALT LAKE CITY, Utah, working with SDP MANAGEMENT LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Matthew Scott Romney charge for services?

Matthew Scott Romney'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 SDP MANAGEMENT LLC?

SDP MANAGEMENT LLC has approximately 72 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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