RP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
56 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$97.0M
Fee Structure
This document does not contain any fee information. Refer to the Pillar6 Advisors, LLC brochure for fee details.
Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information
Office location
1160 Battery Street, Suite 100, East Building, San Francisco, CA, 94111
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roman is a licensed insurance agent in California. This activity is not investment-related, but it does involve insurance sales.
Employment History
Current Registrations
Pillar6 Advisors, LLC
July 2010 - Present · 15 yrs 6 mos
Previous Registrations
MML Investors Services, INC.
June 2008 - June 2010 · 2 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.