Michael Jonathan Romer

Current Employers

Employment History

• 01/2015 → 11/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2020 → Present
  Halliday Financial, Llc.
  Clifton Park, NY

Other Businesses

1. SUSAN MILLER LLC-NUTRITION COUNSELING; NON INVESTMENT RELATED; FORT SALONGA, NY; 0 HOURS WIFE'S BUSINESS, NO DUTIES; 04/2014 2.Sumrick Builders; Investment related: No; Residential construction and repairs; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Dec 2017; During business hours: 0; After business hours: 8; Quickbooks data entry for invoicing, purchase orders and accounts payable. 3. Romer Consulting LLC; Investment related Yes; Private Company; May 2018; During business hours: 0; After business hours: 8; The actual Quickbooks data entry. *386488 - Mercer & Broome LLC; Investment related; New York, NY; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent);Dec 2019; During business hours: 0; After business hours: 0. Catskill Greene Holdings LLC 5098 NY-23, Windham, NY 12496. Catskill Greene rents and will operate a hotel/restaurant called Union & Post it leases from Windham 95. I will reconcile Quickbooks accounting software with the bank. It is not investment related and I will spend 2 hours a month and will receiove $9k annually from this with a flat fee of $750 per month. It is a Corporation with William Hodge 38% $200K, Michael Romer 10% $67K Michael Pistone 20% $130K Jonathan Beihling 32% $0. Windham 95 LLC 5098 Route 23, Windham, NY 12496 Windham 95 LLC owns a hotel & restaurant venue in Windham, NY and leases it to an operating Company called Catskill Greene LLC. i am a part owner. It is not investment related and i will work 1 hour per month and make zero dollars and the lease payment pays the mortgage down and grows equity. It is a Corporation and William Hodge 95% $555k Michael Romer 5% $0. Sik Shot Ltd 34 2nd Street, Ronkonkoma NY 11797. Not investment related. The company sells lacrosse goals and nets. spend 1 hour per month and zero compensation, zero trading hours spent on this and zero annual income. It is a corporation with Michael Romer 24%, William Hodge 24%, Rob Rimmer 42% & Kevin Rimmer 10%. None of them are related to Halliday Financial, LLC Gold Star Laces 369 Ponfield Place, Ridgewood, NJ 07450. Mike is an investor in this company that that designs and imports training shoelaces for children and special needs childres. It is not investment related. He has no custody or control over funds and zero hours will be spent on this OBA. Their is no income from this hopefully through dividends in a few years but no compensation as of 2022. The partners are Renee Shafran, 52%, Michael Romer, 19%, William Hodge 19% & Jessie Wroblewski 10%.None of these people are affiliated with Halliday Financial, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-06

Other Names

• Michael J Romer