Peggy
Romero
Trust Advisory Group LTD
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About this Advisor
Peggy Romero is a financial advisor based in Arlington, Massachusetts, working with Trust Advisory Group LTD. Peggy has previously held positions at Guardian Life Insurance Co, The Bullfinch Group, Ages Financial Services, LTD, Trust Advisory Group, LTD, and Primary Wealth Care Providers. Peggy has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Connecticut, District of Columbia, Florida, Indiana, Massachusetts, New Hampshire, and Vermont. Currently, Peggy is part of Trust Advisory Group LTD, which operates out of Arlington, Massachusetts. The firm has 40 offices and 43 employees. The firm manages assets totaling $560.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trust Advisory Group LTD includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trust Advisory Group LTD Brokerage Details
$560,370,155
43
2,056
$272,554
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Peggy Romero Work History
Primary Wealth Care Providers
Ages Financial Services, LTD
Trust Advisory Group, LTD
Guardian Life Insurance Co
The Bullfinch Group
Disclosures
Please visit the SEC profile of Peggy Romero 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 Trust Advisory Group LTD
Wilbraham, MA
Haverhill, MA
Reading, MA
Arlington, MA
Ronkonkoma, NY
Reading, MA
Chester, NJ
South Yarmouth, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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