Nicholas Romeo (CRD# 7732988) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Youngstown, OH and has 1 year of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Youngstown, OH | Sep 2023 - Current | < 1 |
| Bury Financial Group | Boardman, OH | May 2023 - Current | 1 |
| Sagepoint Financial, Inc. | Youngstown, OH | May 2023 - Sep 2023 | < 1 |
| Dick's Sporting Goods | Pittsburgh, PA | Jun 2021 - Apr 2023 | 1 |
| West Monroe Partners | Chicago, IL | Aug 2019 - Jun 2021 | 1 |
| Unemployed | Poland, OH | Jun 2019 - Jul 2019 | < 1 |
| Miami University (oh) | Oxford, OH | Jan 2019 - May 2019 | < 1 |
| Miami University | Oxford, OH | Sep 2018 - Dec 2018 | < 1 |
| West Monroe Partners | Chicago, IL | Jun 2018 - Aug 2018 | < 1 |
| Miami University (oh) | Oxford, OH | Sep 2017 - May 2018 | < 1 |
| Jp Morgan Chase | Chicago, IL | Jun 2017 - Aug 2017 | < 1 |
| Miami University (oh) | Oxford, OH | Feb 2017 - May 2017 | < 1 |
| Medi Rx Pharmacy | Poland, OH | Jan 2017 - Feb 2017 | < 1 |
| Miami University (oh) | Oxford, OH | Sep 2016 - Dec 2016 | < 1 |
| Medi Rx Pharmacy | Poland, OH | Jun 2016 - Aug 2016 | < 1 |
| Miami University (oh) | Oxford, OH | Aug 2015 - May 2016 | < 1 |
| Poland Seminary High School | Poland, OH | Jun 2015 - Aug 2015 | < 1 |
| High School | Poland, OH | Sep 2014 - Aug 2015 | < 1 |
| Luva Bella Winery | Poland, OH | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- OH
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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