Gordon RomansCRD Number: 7294614
Current Firm: Morgan Stanley
Gordon Romans (CRD# 7294614) is an Investment Advisor Representative working at Morgan Stanley in Bethesda, MD and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
|Jake's Seafood||Rehoboth Beach, DE||May 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management1,185,061MILLIONS
Total Number of Accounts2,233,188ACCOUNTS
Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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