Massimo
Romano
Janney Montgomery Scott LLC
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About this Advisor
Massimo Romano is a financial advisor who works out of Melville, New York with 1 year of industry experience. Romano currently works for Janney Montgomery Scott LLC. Throughout their career, Romano has worked at Ubs Financial Services Inc, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Janney Montgomery Scott LLC. Romano holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Janney Montgomery Scott LLC is a financial advisory company headquartered in Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 people on staff. It handles $73 billion in assets between its 216,397 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 1,526 charitable organizations. Of its 216,397 customer accounts, 31% belong to high-net-worth investors who have at least $1 million in assets. The firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules are based on the services provided. Fees charged by Janney Montgomery Scott LLC may include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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
- Educational seminars/workshops
Massimo Romano Work History
Massimo has been registered as a financial advisor for 1 years.*
Janney Montgomery Scott LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Ubs Financial Services 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 Massimo 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 Janney Montgomery Scott LLC
Towson, MD
Marlton, NJ
Raleigh, NC
Atlanta, GA
Greenville, SC
Glastonbury, CT
Pittsburgh, PA
Fort Lauderdale, FL
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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