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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Matthew Carmen Romeo

Matthew C. Romeo

ENRICHED ADVICE
RICHMOND, VA
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CRD#: 6770539
Matthew Carmen Romeo

Professional summary

Matthew Carmen Romeo, CFP® is a registered financial advisor currently at ENRICHED ADVICE located in Richmond, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 3 firms .

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 Matthew Carmen 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®

Certified Financial Planner

Start date: 2016

Experience

Current

October 7, 2024 - Present

ENRICHED ADVICE

RIA
CRD#: 332996
RICHMOND, VA
Past

December 4, 2018 - July 15, 2024

WEALTHCROSSING

RIA
CRD#: 132513
RICHMOND, VA
Past

July 8, 2017 - January 6, 2019

ATLAS FINANCIAL

RIA
CRD#: 171871
RICHMOND, VA
Past

March 21, 2017 - June 9, 2017

WEALTHCROSSING

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
(10/7/2024)

Exams

Current Firm

EA
ENRICHED ADVICE
ENRICHED ADVICE | ENRICHED ADVICE, LLC

CRD#: 332996 / SEC#:

Virginia
Registered Investment Advisory firm - (10/7/2024 Approved)
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Contact information

Main Address
Richmond, VA
Mailing Address
Phone number
(804) 350-2846
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 3,409,181

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

ENRICHED ADVICE

CRD#: 332996Richmond, VA

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