Roman Retirement Planning, LLC

Roman Retirement Planning, LLC (CRD# 306871) is a financial advisory firm headquartered in Mashpee, MA. They manage $41,645,349 in 299 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
35c South Street, Mashpee, MA 02649
https://www.linkedin.com/in/susanjroman
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $139,282
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at Roman Retirement Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan Roman, financial advisor Mashpee MA
Susan J. Roman
CRD#: 6281414
35c South Street, Mashpee, MA 02649

Susan Roman (CRD# 6281414) is an Investment Advisor Representative working at Roman Retirement Planning, LLC in Mashpee, MA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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