Adviser and broker representative · Lincoln Investment
Matthew R. Romano
CRD 6345300 · Fort Washington, PA
At a glance
Matthew R. Romano is an investment adviser representative with Lincoln Investment in Fort Washington, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2018, about 8 years ago. Matthew is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince May 2018Fort Washington, PA · $22B in regulatory assets
- Capital AnalystsSince May 2018Tallahassee, FL · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.