Romana Popewiny
Romana Popewiny is a registered investment advisor at Cetera Investment Advisers LLC, based in Bala Cynwyd, PA, with 33 years of industry experience. Romana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
555 City Avenue, Suite 440, Bala Cynwyd, PA, 19004
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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.
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Romana is a notary public. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations8 states
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