Owner · Everhart Advisors
Matthew J. Romeo
CRD 4201945 · Named on Form ADV at one SEC-registered adviser
At a glance
Everhart Advisors, an SEC-registered wealth manager based in Dublin, OH with $2.5 billion in regulatory assets, lists Matthew J. Romeo on its Form ADV as Owner, a control person.
Firms and roles
- Everhart AdvisorsOwnerWealth manager · Dublin, OH · $2.5B in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Richard S. EverhartOwner and President, Everhart Advisors
- Brian J HannaOwner, Everhart Advisors
- Frank CiotolaOwner, Everhart Advisors
- Steven ReinselOwner, Chief Compliance Officer, Managing Partner, Everhart Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.