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Ashley Quinn Romiti

Arkadios Wealth Advisors

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About Ashley Quinn Romiti

Ashley Quinn Romiti is a financial advisor who has been in the industry since November 15, 2022. Ashley Quinn Romiti is currently registered with Arkadios Wealth Advisors and has offices in San Juan Capistrano, CA. Ashley Quinn Romiti has passed the Series 66, Series 7TO, and SIE exams. Ashley Quinn Romiti is licensed to provide investment advice in California, Florida, New Jersey, Ohio, Oregon, Pennsylvania, Texas, and Wisconsin. Ashley Quinn Romiti has experience working with individual investors, businesses, and high-net-worth individuals. Ashley Quinn Romiti specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Ashley Romiti is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Romiti’s Registration & Firm History

CA

08/01/2023 - Present

Arkadios Wealth Advisors (San Juan Capistrano CA)

CA

11/16/2022 - 11/15/2023

EMERSON EQUITY LLC (Irvine CA)

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Licenses & Designations

BOTH

Issued 01/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley Quinn Romiti.
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