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ROMARK CREDIT ADVISORS LP

NEW YORK, NY · CRD 298909 · IAPD ↗ · romarkadvisors.com · 212-867-9090

$3.13BRegulatory AUM
27Advisory reps
76Employees
0Clients
n/aPlanning clients
12Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — ROMARK CREDIT ADVISORS LP grew from 22 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2025 — ROMARK CREDIT ADVISORS LP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.