Mitchell
Romeo
Osaic Wealth, Inc
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About this Advisor
Mitchell Romeo is a financial advisor based in Elyria, Ohio, working with Osaic Wealth, Inc. Mitchell has previously held positions at Strata Financial Group, Cleveland Research Company, Medwaste Ohio, Ohio State Office Of Warehouse And Moves, Avon Local Schools And Ohio State, Osaic Wealth, Inc, Rcm Equities, LLC, and Harrington Asset Management, Inc. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in Florida, Ohio, and Texas. Currently, Mitchell is part of Osaic Wealth, Inc, which operates out of Elyria, Ohio. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Mitchell Romeo Work History
Strata Financial Group
Osaic Wealth, Inc
Rcm Equities, LLC
Harrington Asset Management, Inc
Cleveland Research Company
Medwaste Ohio
Ohio State Office Of Warehouse And Moves
Avon Local Schools And Ohio State
Disclosures
Please visit the SEC profile of Mitchell Romeo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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