Anthony Michael Romeo

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 11/2015 → 07/2025
  Jp Morgan Securities Llc
  New York, NY
• 11/2015 → 07/2025
  Jpmorgan Chase Bank
  New York, NY
• 08/2022 → 12/2024
  Jlg Contracting
  Massapequa, NY
• 07/2025 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2015-12-09 → 2025-07-01
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1-- CGAA INC POSITION: Registered Representative NATURE: DBA/Financial Services/Insurance COMPENSATION TYPE: Commission. INVESTMENT RELATED: YES NUMBER OF HOURS: 60 INVESTMENT RELATED HOURS: 60 START DATE: 7/01/2025 ADDRESS: 1300 VETERANS HIGHWAY, SUITE 210, HAUPPAUGE NY 11788 DESCRIPTION: DBA; Financial Services; Advisory; and Life Insurance sales to customers.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-15

Other Names

• Anthony M Romeo
• Anthony Romeo
• Anthony Michael Romeo