Roman Wasylyn
Roman Wasylyn is a registered investment advisor at Cetera Investment Advisers LLC, based in Shelby Township, MI, with 25 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
Shelby Township, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roman operates a tax preparation service as a sole proprietor, dedicating about 10-20% of his time. He also works as Vice President of Tax for The Cheesecake Factory, spending nearly full-time hours, and serves as a board member for the Tax Executives Institute, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Financial Specialists LLC
State Registrations3 states
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