Roman Furman is a registered investment advisor at Cetera Investment Advisers LLC, based in Brooklyn, NY, with 20 years of industry experience. Roman 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
1047 Brighton Beach Ave, 3rd Floor, Brooklyn, NY, 11235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roman is a partner at Furman CPA & Associates PLLC, Tax Target Group LLC, and L&R Hones LLC, focusing on tax preparation, accounting, and rental properties. He also works at H&R Block preparing taxes and provides financial advising through Furman Financial Services Co, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
H.D. Vest Investment ServicesBroker
H.D. Vest Investment ServicesBroker
AXA Advisors, LLCBroker
State Registrations7 states
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