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John-dylan Romann

Grayscale Advisors

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About John-dylan Romann

John-dylan Romann is a Registered Investment Advisor Representative for Grayscale Advisors, LLC, based in Stamford, CT. John-dylan has been in the financial services industry since 2014 and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. John-dylan's previous experience includes roles at Foreside Fund Services, LLC, Invesco Distributors, Inc., and ALPS Distributors, Inc. John-dylan specializes in investment management for pooled investment vehicles and investment companies.

Firm Information

John-dylan Romann is currently registered with Grayscale Advisors. Grayscale Advisors is an investment advisor registered with the SEC and based in Stamford, Connecticut. The firm manages investment portfolios for investment companies and pooled investment vehicles, with approximately $2,301,084 in regulatory assets under management. Their primary focus is on providing investment advice and management for institutional clients.
Grayscale Advisors

290 HARBOR DRIVE

STAMFORD, CT 06902

$2.30M

Assets Under Management

Not reported

Total Clients

14

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John-dylan Romann’s Registration & Firm History

CT

06/17/2024 - Present

Grayscale Advisors (STAMFORD CT)

ME

04/26/2024 - 08/29/2024

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

GA

01/25/2018 - 10/02/2023

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

GA

04/27/2017 - 12/26/2017

ALPS DISTRIBUTORS, INC. (WATKINSVILLE GA)

GA

07/31/2014 - 11/21/2016

ALPS DISTRIBUTORS, INC. (WATKINSVILLE GA)

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Licenses & Designations

IA

Issued 05/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John-dylan Romann.
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