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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roman? Claim Your ProfileRoman William Day is a financial advisor at Kovitz Investment Group Partners, LLC. Roman is a Registered Investment Advisor (RIA) in Pennsylvania and holds a Series 66, Series 7TO and SIE licenses. Roman has been in the financial services industry since August 2020. Roman has a long history of working with individuals, corporations, and other investment companies. Roman is a specialist in providing investment advice, financial planning, pension consulting and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
PA
01/12/2024 - 08/13/2024
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
08/03/2020 - 01/08/2024
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 08/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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