Danijel Romic, financial advisor Woodmere Village OH
89 score

Danijel Romic

CRD Number: 6188644
Current Firm: Strategic Advisers, Inc.

Danijel Romic (CRD# 6188644) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Woodmere Village, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Woodmere, OH Dec 2013 - Current 3
Key Investment Services LLC Cleveland, OH Apr 2013 - Dec 2013 < 1
Keybank Rocky River, OH Jan 2013 - Dec 2013 < 1
T-mobile Usa Mentor, OH Aug 2011 - Dec 2012 1
Enterprise Inc. The Wireless Center Eastlake, OH May 2010 - Aug 2011 1
Lakeland Community College Kirtland, OH Sep 2009 - Apr 2010 < 1
Astro Mfg Eastlake, OH Jun 2006 - Aug 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Danijel Romic
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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