TR
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Thomas John Romano

23 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

151 National Drive, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Thomas is the Director of Sales Operations at Symmetry Partners LLC, an RIA, since 2006. He dedicates more than full-time hours to supporting Symmetry's business development issues.

Employment History
Current Registrations
Symmetry Partners
March 2006 - Present · 19 yrs 11 mos
Previous Registrations
Foreside Financial Services, LLCBroker
January 2019 - October 2025 · 6 yrs 9 mos
Advest, INC.Broker
January 2002 - February 2006 · 4 yrs 1 mo
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Thomas John Romano - Financial Advisor | TrueAdvisor