William Blair & Company
47yrs
Top advisor by experience in Illinois
15yrs
Joseph Romas has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Chicago, Illinois. Joseph has been with PNC Wealth Management since 2019; before that, Joseph spent a year at Ameriprise Financial Services and three years at J.P. Morgan Securities. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 56% of advisors in Chicago
OfficeOne North Franklin 20th Floor, Chicago, IL 60606
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowPNC Wealth Management LLCCurrent firm
- Apr 2019 – Oct 2019Ameriprise Financial Services, LLCPreviously
- 2015 – 2019J.P. Morgan Securities LLCPreviously
- Nov 2014 – Oct 2015LPL Financial LLCPreviously
- 2011 – 2014Edward JonesPreviously
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call PNC Wealth Management at 800-762-6111 and ask for Joseph Romas. Joseph works from the Chicago, IL office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2011, about 15 years. More experience than 56% of advisors in Chicago.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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