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Joseph R

Series 63, Series 65

Vero Beach, FL

Newedge Advisors

Joseph Romei is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 29 years of industry experience and has also been the owner of Joseph J. Romei CPA, LLC since 1972. Prior to joining NewEdge Advisors, he was affiliated with Wayne Wealth Management and NEXT Financial Group. In addition to his advisory work, Mr. Romei prepares and files taxes for clients through his CPA firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisor representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a variety of program structures that combine in-house and third-party manager strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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