Nicholas Anthony Romano

Eagle Wealth Advisors

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Eagle Wealth Advisors

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

136 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$138.3M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

Brooklyn, NY

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Eagle Wealth Advisors

December 2023 - Present · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.