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 of CGAA Inc. He is also a registered representative of GWN Securities Inc and 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
Loading...
Location
1300 Veterans Highway Suite 210, Hauppauge, NY, 11788