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Tara Romeo

R & R Financial Planners, Inc.

East Meadow, NY

CRD 7202257

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Employer firm

R & R Financial Planners, Inc. CRD 113291

$60.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • INSURANCE AGENCY

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

Current Employers
R & R Financial Planners, Inc.

1802 Hempstead Turnpike, East Meadow, NY 11554 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-13
  • NY RA
    APPROVED
    Since 2022-04-13

Branch Locations

1802 Hempstead Turnpike, East Meadow, NY 11554 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rnr Securities, Llc East Meadow NY 09/2019 Present
Professional Physical Therapy Garden City NY 09/2009 09/2019
  • 09/2019 → Present
    Rnr Securities, Llc
    East Meadow, NY
  • 09/2009 → 09/2019
    Professional Physical Therapy
    Garden City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-20
S63 Uniform Securities Agent State Law Examination 2020-10-30
  • S65 Uniform Investment Adviser Law Examination
    2021-04-20
  • S63 Uniform Securities Agent State Law Examination
    2020-10-30

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
VALIC FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC

Nearby Investors

Oreste A. Abbamonte
Deborah A. Goldberg
Thomas Joseph Saviano

Nearby Offices

J.P. MORGAN SECURITIES LLC · EAST MEADOW, NY
VALIC FINANCIAL ADVISORS, INC. · East Meadow, NY
LPL FINANCIAL LLC · LEVITTOWN, NY

More in East Meadow, NY

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