William Edward Romans

Employer firm

Formidable Asset Management, LLC CRD 167555

$903M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Pension consulting

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

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

Current Employers

Employment History

• 10/1998 → 05/2022
  Raymond James & Associates, Inc.
  Stuart, FL
• 07/2022 → 09/2022
  Wedbush Securities
  Vero Beach, FL
• 11/2022 → Present
  Brm Investment Management
  Vero Beach, FL

Previous Registrations

• 2023-01-12 → 2024-03-18
  Brm Investment Management Llc
  Vero Beach, FL
• 2022-08-01 → 2022-09-09
  Wedbush Securities Inc.
  Vero Beach, FL
  Pasadena, CA
• 1999-01-07 → 2022-05-18
  Raymond James & Associates, Inc.
  Stuart, FL
  Vero Beach, FL
  Vero Beach, FL

Other Businesses

Name of Business : Vero Beach High School Baseball Booster Address: Vero Beach , FL Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related: No Start Date: 04/18/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Board Member-Attending Monthly meetings, supporting baseball team on various events

Exams

• S66 Uniform Combined State Law Examination
  1999-01-09

Other Names

• Bill Romans
• William Romans