Daniel Rome

Vice President Compliance Services & Counsel at AdvisorAssist - Marshfield, MA, US

Daniel Rome's Colleagues at AdvisorAssist
Danielle Sherbertes

Registration Manager

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Derek Kilduff

Senior Consultant, Compliance Services

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Matthew Secatore

Compliance Consultant

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Melissa Brodeur

Consultant

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Barbi Fennewald

Assistant Vice President, Director of Advisor Testing

Contact Barbi Fennewald

Alexandra DiPasquale

Director, Senior Consultant

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Cameron Kirdahy

Compliance Consultant

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Daniel Rome's Contact Details
Email (Verified)
***@advisorassist.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
617-800-0388
Location
Charlotte, North Carolina
Company
AdvisorAssist
Daniel Rome's Company Details
AdvisorAssist logo, AdvisorAssist contact details

AdvisorAssist

Marshfield, MA, US • 20 - 49 Employees
Financial Services

AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.Services include:- RIA Transition Strategy & Registration- RIA Registration and Compliance Design- Ongoing Compliance Support- Strategic, Operational & Marketing Planninghttp://AdvisorAssist.com

RIA Compliance RIA Registration Breakaway Advisors Fee-Based Advisor CCO Support RIA Transition Strategy Business Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Daniel Rome
Daniel Rome currently works for AdvisorAssist.
Daniel Rome's role at AdvisorAssist is Vice President Compliance Services & Counsel.
Daniel Rome's email address is ***@advisorassist.com. To view Daniel Rome's full email address, please signup to ConnectPlex.
Daniel Rome works in the Financial Services industry.
Daniel Rome's phone number is 617-800-0388
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