Steven
Rosborough

Washburn Capital Management Inc

CRD#6581407
Investment Advisor
in Vero Beach, FL

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About this Advisor

Steven Rosborough is a financial advisor based out of Vero Beach, Florida with 1 year of relevant experience. Rosborough is currently employed by Washburn Capital Management Inc. Their career trajectory has included roles at Hennion & Walsh, Cresa Orlando, Full Time Student, Ae Wealth Management, LLC, Cj Campbell & Associates, Coast To Coast Trucking, Space Coast Marketing, Rincon Investment Advisors and Washburn Capital Management, Inc. Rosborough holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Massachusetts, New Hampshire and Rhode Island. Washburn Capital Management Inc is a business operating out of Vero Beach, FL. It oversees $187 million in assets under management between its 454 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 454 accounts, 31% belong to high-net-worth investors who have more than $1 million in investable assets. Washburn Capital Management Inc offers portfolio management for individuals and small businesses. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types billed by Washburn Capital Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

70 Royal Palm Pointe Suite C
Vero Beach, FL 32960

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Washburn Capital Management Inc Brokerage Details

Total Assets Under Management

$186,637,289

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

454

FL Average: 2,474
Average Account Size

$411,095

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Steven Rosborough Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Washburn Capital Management, Inc

2019 - 2021 (2 years)

Ae Wealth Management, LLC

2019 - 2022 (3 years)

Rincon Investment Advisors

2017 - 2020 (3 years)

Cj Campbell & Associates

2017 - 2017 (< 1 year)

Coast To Coast Trucking

2016 - 2017 (1 year)

Space Coast Marketing

2015 - 2016 (1 year)

Hennion & Walsh

2014 - 2015 (1 year)

Cresa Orlando

2012 - 2014 (2 years)

Full Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Rosborough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Washburn Capital Management Inc

Steven Rosborough
Vero Beach, FL
Robert Washburn
Vero Beach, FL
David Washburn
Vero Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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