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JR

Julio A. Romero

SIDOTI & COMPANY
New York, NY 10036
Some features on this profile are disabled
CRD#: 5758964
JR

Professional summary


Julio Alberto Romero, who also goes by John Romero, Julio A Romero, is a registered financial professional currently at SIDOTI & COMPANY, LLC located in New York, New York.

Julio is registered as a RR (Registered Representative) and started their career in finance in 2010. Julio has worked at 5 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Romero | Julio A Romero

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Julio Alberto Romero'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®
None

Experience


Current

April 16, 2014 - Present

SIDOTI & COMPANY, LLC

Office #1: 1177 Avenue Of Americas Floor 5, New York, NY 10036Office #2: 1177 Avenue Of Americas Floor 5, New York, NY 10036
BD
CRD#: 102860
New York, NY
Past

October 1, 2012 - November 19, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

December 8, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

January 31, 2011 - May 27, 2011

KENSINGTON CAPITAL CORP.

BD
CRD#: 1742
NEW YORK, NY
Past

March 5, 2010 - July 22, 2010

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(9/2/2014)
RR
New York
(4/16/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 3/12/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


S&
SIDOTI & COMPANY, LLC
SIDOTI & COMPANY, LLC | SIDOTI RESEARCH SERVICES, LLC | SIDOTI RESEARCH SERVICES

CRD#: 102860 / SEC#: , 8-52141

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1177 Avenue Of Americas Floor 5, New York, NY 10036
Mailing Address
P.o. Box 5337, New York, NY 10185
Phone number
(212) 297-0001
Established
Delaware since 03/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SIDOTI HOLDING COMPANY, LLCSOLE MEMBER
FISCHER, HOWARD STEVENFINOP / PFO / PPO1637077
SIDOTI, PETER THOMASCEO, CCO1359648

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIDOTI & COMPANY, LLC

CRD#: 102860New York, NY 10036

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