Ashley Romiti (CRD# 7636987) is an Investment Advisor Representative working at Arkadios Wealth Advisors in San Juan Capistrano, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Jul 2023 - Current | < 1 |
| Arkadios Wealth Advisors | Atlanta, GA | Jul 2023 - Current | < 1 |
| Perch Wealth | Irvine, CA | Sep 2022 - Current | 1 |
| Emerson Equity LLC | San Mateo, CA | Oct 2022 - Jul 2023 | < 1 |
| Verada | New York, NY | Apr 2022 - Apr 2023 | 1 |
| Topside Real Estate | Newport Beach, CA | Oct 2020 - Apr 2023 | 2 |
| Self Employed | Aliso Viejo, CA | Jan 2017 - Sep 2022 | 5 |
| Vantis Capital | Irvine, CA | Jul 2019 - Sep 2020 | 1 |
| Simple Recovery | Irvine, CA | Aug 2016 - Jan 2017 | < 1 |
| Sequoia Deployment Services | Lake Forest, CA | May 2015 - Aug 2016 | 1 |
| Marcus And Millichap | Irvine, CA | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CA
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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