Christopher Romano, financial advisor Omaha NE

Christopher Romano

CRD Number: 4587027
Current Firm: Orion Portfolio Solutions, LLC

Christopher Romano (CRD# 4587027) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Orion Portfolio Solutions, LLC Omaha, NE Jul 2018 - Current 2
Orion Advisor Services, LLC Omaha, NE Jul 2018 - Current 2
Etf Global New York, NY Jul 2012 - Jul 2018 6
Partnervest Advisory Services LLC Santa Barbara, CA Dec 2013 - Jun 2015 1
Fusion Investment Group, LLC Pittsburgh, PA Jan 2011 - Jun 2015 4
Its Asset Management Washington, PA Oct 2004 - Jan 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Christopher J. Romano
Phone Number: 859-426-2000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    8,739
    MILLIONS
  • Total Number of Accounts
    163,654
    ACCOUNTS
  • Average Account Value
    $53,399
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VT, WA, WI, WV, WY

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