linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David L Rome

Marcum Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David L Rome

David L Rome is a financial advisor with Marcum Wealth, LLC in Cleveland, Ohio. David has been in the industry since August 2015 and is registered with the state of Ohio. David has also been previously employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination.

Firm Information

David Rome is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Rome’s Registration & Firm History

OH

03/24/2019 - Present

Marcum Wealth, LLC (CLEVELAND OH)

OH

08/10/2015 - 01/14/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)

Not sure if David L Rome is right for you?

Licenses & Designations

BOTH

Issued 09/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David L Rome.
Not sure if David L Rome is right for you?