MR
Matthew J. Romeo
EVERHART ADVISORS
Fort Myers, FL 33966
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CRD#: 4201945
MR
Professional summary
Matthew James Romeo, CFP®, who also goes by Matt Romeo, is a registered financial advisor currently at EVERHART ADVISORS located in Fort Myers, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Romeo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Member, 535 METRO PLACE SOUTH LLC - NON INVESTMENT RELATED - entity owns 5200 RINGS RD, DUBLIN, OH 43017, Everhart Advisors' business location. A portion of the building is rented to tenants. 2) Lighthouse Behavioral Health Solutions LLC. - NON INVESTMENT RELATED - 4000 E Main St A, Columbus, OH 43213 - Consultant and Non-Executive chairman - assists with the direction of the company - 2019-07-01 - $360k/year salary 3) Chase Avenue Holdings LLC (formerly Hilton Holdings) - INVESTMENT RELATED - 4637 Hilton Ave Columbus, OH 43228 - rental property - Partner - 4/1/2021 - 1% yearly compensation - passive income 4) Cheer Combine LLC and Biscardi Romeo Lighthouse LLC - INVESTMENT RELATED - 11173 Plum Ridge Place Plain City OH 43064 - business investing - Partner - 10/23/2023 - passive income
CRS (Client Relationship Summary) - RIA
Click below to view Matthew James Romeo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
January 24, 2005 - Present
EVERHART ADVISORS
Office #1: 12140 Carissa Commerce Court Suite 104, Fort Myers, FL 33966RIA
CRD#: 107091
Fort Myers, FL
Past
December 28, 2015 - March 30, 2020
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
DUBLIN, OH
Past
April 27, 2004 - December 28, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
DUBLIN, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD#: 107091 / SEC#: 801-50786
RIA
Registered Investment Advisory firm - (12/21/1995 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/15/2023)
IAR
Ohio(1/24/2005)
IAR
Texas(10/18/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD#: 107091 / SEC#: 801-50786
RIA
Registered Investment Advisory firm - (12/21/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5200 Rings Road, Dublin, OH 43017
Mailing Address
Phone number
(614) 717-9705
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,483 |
| AUM (Assets Under Management) | $ 1,874,701,457 |
Red Flags
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Company Information
EVERHART ADVISORS
CRD#: 107091Fort Myers, FL 33966TRUST BUT VERIFY
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