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Thomas John Romano

Symmetry Partners

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About Thomas John Romano

Thomas Romano is a financial professional with over 20 years of experience in the industry. Thomas has been with Symmetry Partners since 2006, previously worked with Advest, Inc. in Hartford, CT and currently holds the positions of Director of Sales Operations at Symmetry Partners and Director of Business Development at Foreside Financial Services, LLC in Glastonbury, CT. Thomas is registered as an Investment Advisor Representative in Connecticut and holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Thomas provides investment advisory services to individuals, businesses and investment companies.

Firm Information

Thomas Romano is currently registered with Symmetry Partners. Symmetry Partners is an investment advisory firm with offices in Glastonbury, CT. The firm specializes in providing portfolio management services for individuals, businesses, investment companies, and other institutional clients. Symmetry Partners also provides sub-advisory services to other investment advisers. As of the latest data, the firm manages over $5.8 billion in assets for over 13,700 accounts.
Symmetry Partners

151 NATIONAL DRIVE

GLASTONBURY, CT 06033

$5.88B

Assets Under Management

Not reported

Total Clients

15

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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub-advisor

Sub-advisor

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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other

Fee paid for sub-advisor services provided to ria

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Thomas Romano’s Registration & Firm History

CT

03/24/2006 - Present

Symmetry Partners (GLASTONBURY CT)

CT

01/04/2002 - 02/06/2006

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 06/26/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2019

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas John Romano.
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