Assets Under Management

$8.5M

Number of Clients

1

Number of Advisors

1

Average Client AUM

$8.5M

AUM per Advisor

$8.5M

Compensation

Fee-Only (AUM)

About This Firm

Anthony S Romeo is an Investment Adviser Representative with CGAA Inc and a registered representative of GWN Securities Inc. He is also a licensed insurance agent with CGAA. He supervises all duties and activities of the firm as Chief Compliance Officer.

Areas of Practice
Investment ManagementInsurance Planning
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Location

1300 Veterans Highway Suite 210, Hauppauge, NY, 11788

1 Advisors at this firm