Matthew
Romano

Lincoln Investment

CRD#6345300
Investment Advisor
in Orlando, FL
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About this Advisor

Matthew Romano is an investment advisor who is based in Orlando, Florida. Currently a registered investment advisor with Lincoln Investment, they have gathered 13 years of practice as an investment advisor. Romano holds a Series 65 license, designating them as an investment advisor representative. Romano is able to work with customers based out of Florida. Their career trajectory has included roles at Milos Greek Seafood, Gainesville High School, Florida Atlantic University, Ras Law Firm, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, None and The Gabor Agency. Lincoln Investment is headquartered in Orlando, Florida, and has 427 other offices in the country. In aggregate, Lincoln Investment oversees $8 billion in assets dispersed across 113,080 accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 52,887 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lincoln Investment can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3452 Lake Lynda Drive Suite 361
Orlando, FL 32817

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Lincoln Investment Brokerage Details

Total Assets Under Management

$8,103,763,895

FL Average: $15,833,994,310
Total Number of Employees

1,231

FL Average: 41
Total Number of Accounts

113,080

FL Average: 3,342
Average Account Size

$71,664

FL Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Romano Work History

Matthew has 13 years of experience.

2017 - Present (2 years)

The Gabor Agency

2017 - Present (2 years)

Lincoln Investment

2016 - 2017 (1 years)

None

2014 - 2014 (0 years)

Florida Atlantic University

2014 - 2016 (2 years)

Mutual Of America Life Insurance Company

2014 - 2016 (2 years)

Mutual Of America Securities LLC

2013 - 2013 (0 years)

Ras Law Firm

2012 - 2012 (0 years)

Florida Atlantic University

2011 - 2012 (1 years)

Milos Greek Seafood

2009 - 2010 (1 years)

Florida Atlantic University

2005 - 2009 (4 years)

Gainesville High School

Disclosures

Matthew Romano has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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