MR

Michael G Romanello

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M

Fee Structure

This brochure supplement provides information about Robert A. Billstein, Jr. that supplements the Independence Capital Company, Inc. brochure. The brochure does not contain specific fee information for Robert A. Billstein, Jr.

Areas of Practice
Insurance Planning
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Advisor Information

Office location

5579 Pearl Road, Ste 100, Parma, OH, 44129

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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.

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Other Business ActivitiesSells Insurance

Michael is the owner of PRO Financial Network, selling fixed life, health, long-term care, annuity, and disability insurance, dedicating about 10-20% of his time. He also has several other business activities including real estate management, a sales distribution company, cannabis production, and is a MassMutual career agent and Charter Oak Financial agent selling life and disability insurance.

Employment History
Current Registrations
Independence Capital Co., INC.
May 2019 - Present · 6 yrs 8 mos
Independence Capital Co., INC.
May 2019 - Present · 6 yrs 8 mos
Independence Capital Co., INC. Broker
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
On Investment Management CO
January 2016 - May 2019 · 3 yrs 4 mos
The O.N. Equity Sales CompanyBroker
January 2012 - May 2019 · 7 yrs 4 mos
Independence Capital Co., INC.
June 2009 - December 2011 · 2 yrs 6 mos
Independence Capital Co., INC. Broker
January 2007 - December 2011 · 4 yrs 11 mos
Waterstone Financial Group, INC.Broker
January 2005 - December 2006 · 1 yr 11 mos
Mutual Service CorporationBroker
May 2004 - December 2004 · 7 mos
Metlife Securities INC.Broker
May 2003 - May 2004 · 1 yr
Metropolitan Life Insurance CompanyBroker
May 2003 - May 2004 · 1 yr
State Registrations3 states
NCOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.