MJ
Matthew James Romeo
CRD 4201945
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Everhart Financial Group Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Everhart Financial Group Inc
Owner · 10% – 25% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗