Amanda Marie Romero
Investment Adviser Representative at Ulrich Investment Consultants
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amanda Marie Romero is an investment adviser representative with Ulrich Investment Consultants in Albuquerque, NM, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in New Mexico.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Mexico
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ulrich Consulting and Investment Group, LLCApr 2021 – May 2023Albuquerque, NM
- Northwestern MutualJan 2020 – Mar 2021Albuquerque, NM
- School Tutoring AcademySep 2018 – Oct 2019Albuquerque, NM
- Central New Mexico Community CollegeAug 2015 – Dec 2016Albuquerque, NM
- University of New MexicoJan 2017 – Dec 2019Albuquerque, NM
- Ulrich Consulting and Investment Group, LLCJun 2023 – Dec 2025Albuquerque, NM
- Ulrich Consulting and Investment Group, LLCJan 2026 – no end date reportedAlbuquerque, NM
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ulrich Investment Consultants
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Albuquerque, NM
- SEC file number:
- 801-72880
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 30, 2026
View full firm profileOther advisors at Ulrich Investment Consultants
11 other advisors in the directory
Similar advisors in Albuquerque, NM
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Marie Romero has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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