Danijel Romic

JOURNEY WEALTH MANAGEMENT | Vice President, Financial Consultant

Cleveland, OH 44122

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CRD#: 6188644

Professional summary

Danijel Romic is a registered financial advisor currently at JOURNEY WEALTH MANAGEMENT located in Cleveland, Ohio.

Danijel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Danijel has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

Working with Fidelity provides you access to our trusted brand and the ability to work closely with me and my team. My commitment to you is that I will assist you with your selection of a wealth management strategy that benefits you and your family now and in years to come.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Danijel Romic's CRS (Customer Relationship Summary).

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

Education

Cleveland State University

Bachelor of Business Administration - Finance

2012

Experience

Current

November 21, 2024 - Present

JOURNEY WEALTH MANAGEMENT

Office #1: 22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

RIA

CRD#: 298904

Cleveland, OH

Past

July 13, 2018 - April 25, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

May 28, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WOODMERE VILLAGE, OH

Past

December 26, 2013 - April 25, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ORANGE, OH

Past

August 23, 2013 - December 17, 2013

KEY INVESTMENT SERVICES LLC

CRD#: 136300

ROCKY RIVER, 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".

JOURNEY WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 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

Ohio
(11/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/14/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/23/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JOURNEY WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 Approved)

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Contact information

Main Address

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

Mailing Address

Phone number

(216) 468-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 03 FSM JOURNEY ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	545
AUM (Assets Under Management)	$ 940,749,181

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/18/2025	Cover Page	Report
10/03/2024	Cover Page	Report
09/21/2023	Cover Page	Report
10/24/2022	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Danijel Romic

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danijel Romic's CRS (Customer Relationship Summary).

Certified licenses

Education

Cleveland State University

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

KEY INVESTMENT SERVICES LLC

Primary Firm SEC Registration

JOURNEY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2014

Series 63

Date: 11/13/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2014

Series 6

Date: 8/23/2013

Current Firm

JOURNEY WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOURNEY WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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