Michael
Romanchak

Crown Capital Securities, L.P

CRD#2648011
Investment Advisor
in Alameda, CA

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About this Advisor

Michael Romanchak is a financial advisor who works out of Alameda, California with 6 years of industry experience. Romanchak is an employee of Crown Capital Securities, L.P. Throughout their career, Romanchak has worked at Quest Securites, Inc, Bcn Financial, Inc and Crown Capital Securities, Lp. Romanchak holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Crown Capital Securities, L.P is a business operating out of Orange, CA. The firm has offices in 93 locations and a total of 164 advisors. It controls $1 billion in assets across its 5,654 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm advises 27 charities and foundations. Of its 5,654 accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. Crown Capital Securities, L.P provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which service is provided. Fees billed by Crown Capital Securities, L.P may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3215 Encinal Ave., Ste L 909 Marina Village Box 245
Alameda, CA 94501

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$1,223,108,240

CA Average: $7,578,581,321
Total Number of Employees

164

CA Average: 43
Total Number of Accounts

5,654

CA Average: 3,727
Average Account Size

$216,326

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Romanchak Work History

Michael has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Crown Capital Securities, Lp

2007 - Present (17 years)

Bcn Financial, Inc

2007 - 2017 (10 years)

Quest Securites, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Romanchak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Crown Capital Securities, L.P

Joseph Dipasquale
Glastonbury, CT
Lawrence Davis
Florence, AZ
Evan Hayashi
Portland, OR
Austin Moherman
Costa Mesa, CA
Matthew Sessa
Lancaster, CA
William Hauenstein
Orange, CA
Jeffrey Barlow
Santa Ana, CA
Andrew Santibanez
Las Vegas, NV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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