Anthony Romeo is a registered investment advisor at Cgaa, based in Hauppauge, NY, with 33 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
1300 Veterans Highway, Suite 210, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History
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
Anthony works as a financial professional at CGAA Inc. providing financial and insurance services, including life, health, long-term care, and annuities, dedicating about half of his time to this role.
Employment History
Current Registrations
Cgaa
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Pmg Securities CorporationBroker
Legend Equities CorporationBroker
Legend Capital CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.