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Robert Eugene Romano
1st Source Corporation Investment Advisors, Inc.VICE PRESIDENT/PORTFOLIO MANAGER
Overview
Description
Robert Romano has an ownership stake of 1st Source Corporation Investment Advisors, Inc., a $4B RIA based in South Bend, IN. Robert has held an industry securities registration for 7 years and is subject to SEC oversight....Information
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other namesN/A
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Other FirmsN/A
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doing business asN/A
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typeRIA
Location
100 North Michigan Street
South Bend,
IN
46601
N/A
Services
Advisor Services
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Funds
Funds Used With Clients
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Firm Client types
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Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| 1st Source Corporation Investment Advisors, Inc. | 9 years, 4 months | Aug 2010 - Present |
| Pnc Bank | 4 years, 7 months | Jan 2006 - Aug 2010 |
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Designations & Memberships
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Articles and Answers
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosuresNone
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as of dateOct 1, 2018
FINRA
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license statusNot registered
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disclosuresNone
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as of dateN/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
1st Source Corporation Investment Advisors, Inc.
Last updated on Nov. 12, 2019
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$3.7BTotal Assets Under Management
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N/ATotal Assets Under Advisement
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1Accounts
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$3.7BEstimated Average Account Balance
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Fees
Types of Compensation Arrangements
- Percentage Of Assets
- Fixed Fees
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