Roman Spear

Employer firm

Cambria Wealth Management CRD 335458

$116M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2018 → 09/2018
  Unemployed
  Dallas, TX
• 01/2018 → 05/2018
  Township
  Tallahassee, FL
• 08/2017 → 10/2017
  Myeyedr.
  Tallahassee, FL
• 05/2017 → 07/2017
  The Scion Group
  Tallahassee, FL
• 10/2016 → 05/2017
  The Scion Group
  Tallahassee, FL
• 07/2014 → 05/2017
  Florida State University
  Tallahassee, FL
• 10/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2018 → 05/2021
  Equitable Advisors, Llc
  New York, NY
• 02/2024 → 08/2024
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 06/2021 → 11/2022
  Vestwell
  New York, NY
• 12/2022 → 02/2023
  Unemployed
  New Smyrna Beach, FL
• 03/2023 → 06/2023
  Forgerock
  Austin, TX
• 07/2023 → 01/2024
  Unemployed/Self Employed
  Pensacola, FL
• 08/2024 → 01/2025
  Srq Wealth
  Sarasota, FL
• 08/2024 → 01/2025
  Cwm, Llc
  Omaha, NE
• 04/2025 → 06/2026
  Charles Schwab & Co., Inc.
  Sarasota, FL
• 04/2025 → 06/2026
  Charles Schwab Bank, Ssb
  Sarasota, FL
• 07/2026 → Present
  Cambria Wealth Management
  Sarasota, FL

Previous Registrations

• 2025-04-29 → 2026-07-18
  Charles Schwab & Co., Inc.
  Sarasota, FL
• 2024-08-23 → 2025-01-30
  Cwm, Llc
  Omaha, NE
  Sarasota, FL
• 2024-03-08 → 2024-08-16
  World Investment Advisors, Llc
  Pensacola, FL
  Wayne, PA
• 2018-11-29 → 2021-05-11
  Equitable Advisors, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Pensacola, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-03
• S65 Uniform Investment Adviser Law Examination
  2024-03-08
• S66 Uniform Combined State Law Examination
  2018-11-21

Designations

• Certified Financial Planner

Other Names

• Roman Spear
• Roman Carl Spear