Pamela Romano is a registered investment advisor at N.N.A.I.A, based in Syosset, NY, with 13 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial planning — Fixed fee ranging from $2,500 to $15,000, or hourly rates between $250 and $350, depending on the complexity of your financial situation and the specific services requested.
Location
6900 Jericho Turnpike, Suite 300, Syosset, NY, 11791
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pamela is involved with Independent Captive Associates, which sets up captive insurance companies, dedicating a significant amount of her time to administrative responsibilities. She also works in guest services for Aerlingus, an airline/travel company, taking about half her time.
Employment History
Current Registrations
N.N.A.I.A
State Registrations2 states
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
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