Nicholas
Romano

Eagle Wealth Advisors

CRD#7839532
Investment Advisor
in Brooklyn, NY

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About this Advisor

Nicholas Romano is a financial advisor based in Brooklyn, New York, working with Eagle Wealth Advisors. Nicholas has previously held positions at Digilant, Mrd Lighting, Deloitte, Eagle Wealth Advisors, LLC, Boston University, Suffolk University, State College Of Florida - Scf Bradenton, and The Out-Of-Door Academy. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Nicholas is part of Eagle Wealth Advisors, which operates out of Brooklyn, New York. The firm has 3 employees and manages assets totaling $139.2 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Eagle Wealth Advisors includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

Brooklyn, NY

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Eagle Wealth Advisors Brokerage Details

Total Assets Under Management

$139,223,663

Total Number of Employees

3

Total Number of Accounts

253

Average Account Size

$550,291

Investment Advisory Services

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

Nicholas Romano Work History

2023 - Present (2 years)

Eagle Wealth Advisors, LLC

2021 - 2023 (2 years)

Deloitte

2019 - 2021 (2 years)

Mrd Lighting

2018 - 2019 (1 year)

Digilant

2016 - 2018 (2 years)

Boston University

2016 - 2016 (< 1 year)

Suffolk University

2016 - 2016 (< 1 year)

State College Of Florida - Scf Bradenton

2012 - 2016 (4 years)

The Out-Of-Door Academy

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas 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 Eagle Wealth Advisors

Nicholas Romano
Brooklyn, NY
Joseph Romano
Brooklyn, NY
Lorne Claymore
Sarasota, FL

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