Steven Kent Romjue

Employer firm

Ridgecrest Wealth Partners, LLC CRD 311984

$705M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1994 → 11/2020
  Citigroup Global Markets Inc.
  San Francisco, CA
• 06/2009 → 11/2020
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → 11/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2021 → Present
  Ridgecrest Wealth Partners, Llc
  San Rafael, CA
• 12/2020 → 12/2020
  Unemployed
  Mill Valley, CA

Previous Registrations

• 2009-06-01 → 2020-12-07
  Morgan Stanley
  San Francisco, CA
  Mill Valley, CA
  Mill Valley, CA
• 1997-07-08 → 2009-06-01
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-05-18

Other Names

• Steven K Romjue
• Steve Romjue