Pamela Romano is a registered investment advisor at N.N.A.I.A, based in Syosset, NY, with 12 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.
Compensation
Firm Size
IM Fee
Fee Structure
N.N.A.I.A. charges a fixed fee between $2,500 and $15,000, or an hourly fee of $250 to $350 for financial planning services. In limited circumstances, the total cost could potentially exceed $15,000. A retainer fee of up to 50% may be requested in limited cases.
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
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