Matthew
Romano
Lincoln Investment
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About this Advisor
Matthew Romano is a financial advisor operating out of Fort Washington, Pennsylvania with 5 years of relevant experience. Romano currently works for Lincoln Investment. Throughout their career, Romano has worked at Ras Law Firm, Florida Atlantic University, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, The Gabor Agency, Lincoln Investment and None. Romano holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Lincoln Investment is a business that has its headquarters in Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 people on staff. It controls $15 billion in assets under management between its 200,217 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 200,217 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees charged by Lincoln Investment likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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 been registered as a financial advisor for 5 years.*
The Gabor Agency
Lincoln Investment
None
Florida Atlantic University
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Ras Law Firm
*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 Matthew Romano 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 Lincoln Investment
Schaumburg, IL
Independence, OH
Independence, OH
Blackwood, NJ
Fairport, NY
Fort Washington, PA
Iselin, NJ
Lombard, IL
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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