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Homero Radway

16 Years of Experience
Durham, NC

Homero Radway is a registered investment advisor at Next World Assets LLC, based in Durham, NC, with 16 years of industry experience. Homero operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Fee is subject to negotiation with each client based on the size of the account, prospective growth and other factors and may differ from client to client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Durham, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Homero is a Senior Analyst at Activest, LLC, conducting municipal securities investment research, dedicating about a quarter of his time. He also owns Radical Ventures, a shell company with no active business operations, requiring no time commitment.

Employment History
Current Registrations
Next World Assets LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Stonecrest Capital Markets, INC.Broker
October 2021 - August 2022 · 10 mos
Neighborly SecuritiesBroker
November 2017 - June 2019 · 1 yr 7 mos
Morgan Stanley & CO. LLCBroker
November 2014 - November 2017 · 3 yrs
J.P. Morgan Securities LLCBroker
July 2010 - March 2013 · 2 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
November 2007 - June 2010 · 2 yrs 7 mos
Credit Suisse Securities (USA) LLCBroker
July 2003 - October 2007 · 4 yrs 3 mos
Credit Suisse First Boston CorporationBroker
July 2002 - August 2002 · 1 mo
Lehman Brothers INC.Broker
February 2001 - March 2001 · 1 mo
State Registrations1 state
NC
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.
Homero Radway - Financial Advisor | TrueAdvisor