Matthew Carmen Romeo is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with KITCHEN TABLE FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KITCHEN TABLE FINANCIAL PLANNING, LLC | 2026-07-20 | present | Yes |
| ENRICHED ADVICE, LLC | 2024-10-07 | 2026-07-02 | — |
| WEALTHCROSSING | 2018-12-04 | 2024-07-15 | — |
| ATLAS FINANCIAL | 2017-07-08 | 2019-01-06 | — |
| WEALTHCROSSING | 2017-03-21 | 2017-06-09 | — |