Gordon Romans, financial advisor Bethesda MD

Gordon Romans

CRD Number: 7294614
Current Firm: Morgan Stanley

Gordon Romans (CRD# 7294614) is an Investment Advisor Representative working at Morgan Stanley in Bethesda, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Mar 2023 - Current 1
Morgan Stanley Bethesda, MD Jan 2023 - Current 1
Equitable Advisors New York, NY Sep 2020 - Dec 2022 2
Unemployed Rockville, MD Jun 2019 - Sep 2020 1
Keys Group, LLC Washington, DC Sep 2018 - May 2019 < 1
College Of Charleston Charleston, SC Jun 2013 - Jun 2018 5
Obie's By The Sea Rehoboth Beach, DE May 2017 - Aug 2017 < 1
Wusa9 Cbs Dc Washington, DC Jun 2016 - Aug 2016 < 1
Jake's Seafood Rehoboth Beach, DE May 2015 - Aug 2015 < 1
Jake's Seafood Rehoboth Beach, DE May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Gordon B. Romans
Phone Number: 914-225-5510
Registered State(s):
  • DC
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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