Advisor at Roman Wealth Management, LLC
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Firm
Roman Wealth Management, LLC
Location
Mount Juliet, TN
Credentials
Series 63, Series 65
Industry experience
36 years
Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.
1.50% annually
Mount Juliet, TN
Pennsylvania · Tennessee
Roman Wealth Management, LLC
2023 - Present (3 years)
KESTRA ADVISORY SERVICES, LLC dba Roman Wealth Management
2016 - 2023 (7 years)
Kestra Investment Services, LLC dba Roman Wealth Management
2016 - 2023 (7 years)
Ameriprise financial services, Inc.
2011 - 2016 (5 years)
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Series 66
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Series 65
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