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Nicholas M. Romey
ETF PORTFOLIO PARTNERS
Leawood, KS 66224-5922
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CRD#: 6980654
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Professional summary
Nicholas Montague Romey, who also goes by Nick Romey, is a registered financial advisor currently at ETF PORTFOLIO PARTNERS, INC. located in Leawood, Kansas.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nicholas has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick Romey
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Montague Romey'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®
NoneExperience
Current
August 12, 2019 - Present
ETF PORTFOLIO PARTNERS, INC.
Office #1: 4831 W. 136th Street Suite 300, Leawood, KS 66224-5922RIA
CRD#: 128366
Leawood, KS
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".
EP
ETF PORTFOLIO PARTNERS, INC.
ETF PORTFOLIO PARTNERS, INC. | ROMEY CAPITAL MANAGEMENT INC. | ETF PORTFOLIO SOLUTIONS, INC.
CRD#: 128366 / SEC#: 801-80946
RIA
Registered Investment Advisory firm - (2/5/2015 Approved)Kansas
Registered Investment Advisory firm - (2/16/2015 Terminated)Missouri
Registered Investment Advisory firm - (2/16/2015 Terminated)Texas
Registered Investment Advisory firm - (2/16/2015 Terminated)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
California(12/20/2019)
IAR
Florida(8/23/2019)
IAR
Kansas(8/12/2019)
IAR
Missouri(8/13/2019)
IAR
Nebraska(11/12/2024)
IAR
North Carolina(6/11/2025)
IAR
Texas(8/13/2019)
Current Firm
EP
ETF PORTFOLIO PARTNERS, INC.
ETF PORTFOLIO PARTNERS, INC. | ROMEY CAPITAL MANAGEMENT INC. | ETF PORTFOLIO SOLUTIONS, INC.
CRD#: 128366 / SEC#: 801-80946
RIA
Registered Investment Advisory firm - (2/5/2015 Approved)Kansas
Registered Investment Advisory firm - (2/16/2015 Terminated)Missouri
Registered Investment Advisory firm - (2/16/2015 Terminated)Texas
Registered Investment Advisory firm - (2/16/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4831 W. 136th Street Suite 300, Leawood, KS 66224-5922
Mailing Address
Phone number
(913) 851-1100
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 416 |
| AUM (Assets Under Management) | $ 369,045,238 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ETF PORTFOLIO PARTNERS, INC.
CRD#: 128366Leawood, KS 66224-5922TRUST BUT VERIFY
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