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Joseph Romei

Newedge Advisors
29 Years of Experience
Vero Beach, FL
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Joseph Romei is a registered investment advisor at Newedge Advisors, based in Vero Beach, FL, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Vero Beach, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2014
Final
Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is a Certified Public Accountant and owner of Romei Wealth Management LLC, offering securities and investment advisory services. He also sells insurance products, including fixed annuities and life/health insurance, but spends minimal time on this, and invests in real estate properties.

Employment History
Current Registrations
Newedge Advisors
October 2025 - Present · 1 yr
Previous Registrations
Wayne Wealth Management, INC.
April 2018 - December 2025 · 7 yrs 8 mos
Next Financial Group, INC.
July 2005 - April 2018 · 12 yrs 9 mos
Next Financial Group, INC.Broker
July 2005 - April 2018 · 12 yrs 9 mos
Asset & Financial Planning, LTD
August 2002 - November 2005 · 3 yrs 3 mos
Prime Capital Services, INC.Broker
July 1997 - August 2005 · 8 yrs 1 mo
State Registrations2 states
FLNJ
Advisor

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.

Exams
No exam information available for this advisor.
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