Ralph Romanello, financial advisor Hamden CT

Ralph Romanello

CRD Number: 4266887
Current Firm: Advice And Planning Services

Ralph Romanello (CRD# 4266887) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Hamden, CT Mar 2010 - Current 14
Tiaa Hamden, CT Mar 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Ralph W. Romanello
Phone Number: 212-490-9000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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