Matthew C. Romeo

RICHMOND, VA

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CRD#: 6770539

Professional summary

Matthew Carmen Romeo, CFP®, who also goes by Matt Romeo, was a registered financial advisor .

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew had worked at 4 firms .

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

RIA

CRD#: 132513

RICHMOND, VA

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

Virginia
(7/20/2026)

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Exams

Current firm

No current employment

Red Flags

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