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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romahlo? Claim Your ProfileRomahlo Wilson is an Investment Adviser Representative with ACM Capital Management, LLC. Romahlo has been with ACM Capital Management, LLC since May 2015. Previously, Romahlo worked at PARNASSUS FUNDS DISTRIBUTOR and HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. Romahlo is licensed in Massachusetts and holds the Series 63, Series 66, Series 7, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
05/17/2019 - Present
ACM Capital Management, LLC (BOSTON MA)
ME
11/06/2012 - 12/11/2014
PARNASSUS FUNDS DISTRIBUTOR (PORTLAND ME)
NY
02/25/2008 - 04/23/2009
HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (NEW YORK NY)
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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