Gregory George Page Romer

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2017 → Present
  Self-Employed
  Long Beach, NY
• 05/2005 → 08/2017
  S&P Global, Inc.
  New York, NY
• 01/2021 → Present
  Royal Alliance
  Melville, NY

Other Businesses

1) LONG ISLAND CRISIS CENTER POSITION: Member of Board of Directors NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2018 ADDRESS: 2740 Martin Ave, Bellmore NY 11710, United States DESCRIPTION: Help ensure the long-term financial stability and fiscal responsibility of the LICC by setting and monitoring an appropriate budget each year and helping to ensure that the organization has strong financial practices and controls in place. Also, bring in charitable contributions and be an ambassador about LICC to the public. 2) DEEPER DATING, INC. POSITION: Chief Financial Officer / Secretary / Chief Technology Officer NATURE: S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2017 ADDRESS: 40 LOUISIANA STREET, LONG BEACH NY 11561, United States DESCRIPTION: Deeper Dating, Inc., is an online dating site and it is not investment-related. I am the co-founder of Deeper Dating, which started in 2017. I'm currently the Chief Financial Officer/Secretary/Chief Technology Officer and spend about 30 hours/month (4 hours/month during securities trading hours) on this business. As co-founder, provide overall strategic direction for the company and as CTO, provided technology direction. 3) MEDICARE HEALTH AGENT POSITION: Medicare Health Agent NATURE: N/A - Agent for Medicare INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/02/2022 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, MELVILLE NY 11747-5009, United States DESCRIPTION: Insurance Agent representing part A,B,C,D & Supplemental Medicare. Independent Distributor of GLIC Health Prescription Program and receive $1.75 for every prescription filled. Program is free for customers. 4) OPEN VISTAS FINANCIAL SOLUTIONS POSITION: Investment Advisor Representative NATURE: Open Vistas Financial Solutions is the Marketing name used for investment sales through BD, Osaic Wealth Inc. ? INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/12/2021 ADDRESS: 575 Broadhollow Rd, Melville NY 11747, United States DESCRIPTION: Investment Advisor Representative marketing as Open Vistas Financial Solutions to solicit investment sales through BD,Osaic Wealth Inc. 5) GREG ROMER INSURANCE POSITION: Independent Senior Health Insurance Representative NATURE: N/A - Agent for Medicare Health Insurance, Final Expense Insurance, Hospital Indemnity Plans, and Prescription Discount Card INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/02/2022 ADDRESS: 40 Louisiana St, Long Beach NY 11561, United States DESCRIPTION: Insurance Agent representing part A,B,C,D & Medicare Supplemental Plans. Independent Distributor of GLIC Health Prescription Program and receive $1.75 for every prescription filled. Program is free for customers. Also final expense insurance and hospital indemnity plans. 5. RSSA POSITION: Registered Social Security Analyst NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2025 ADDRESS: 575 Broadhollow Rd, Melville NY 11747, United States DESCRIPTION: RSSAs can help their clients receive tens of thousands of dollars or more in additional Social Security benefits. They guide people through the complex considerations in their claiming strategies, providing advice and comfort. RSSAs help individuals and couples understand how to make decisions about when to retire, how to claim spousal benefits, and how to navigate Social Security regulations to maximize their benefits.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-03

Other Names

• Gregory George Romer