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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 $3B 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
There is no Services data available to display at this time.
Funds
Funds Used With Clients
There are no funds listed for this advisor at this time.
Firm Client types
Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| 1st Source Corporation Investment Advisors, Inc. | 9 years, 3 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 Oct. 21, 2016
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$3.0BTotal Assets Under Management
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N/ATotal Assets Under Advisement
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2Accounts
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$1.5BEstimated Average Account Balance
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Fees
Types of Compensation Arrangements
- Percentage Of Assets
- Fixed Fees
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