Steven
Larosa
Edgemoor Investment Advisors, Inc
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About this Advisor
Steven Larosa is a chartered financial analyst who works in Bethesda, Maryland with 1 year of relevant experience. Larosa is on the advisory team at Edgemoor Investment Advisors, Inc. Their career trajectory has included roles at Bank Of America Private Bank and Edgemoor Investment Advisors, Inc. Larosa holds a Series 63 license, which qualifies them as a securities agent, and is registered to work in Maryland. Edgemoor Investment Advisors, Inc is a registered investment business that has its headquarters in Bethesda, MD. It controls $969 million in total assets among its 735 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 735 accounts, 36% belong to high-net-worth clients who have greater than $1 million in assets. Edgemoor Investment Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advisory services depend on which service is offered. However, fee types charged by Edgemoor Investment Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edgemoor Investment Advisors, Inc Brokerage Details
$969,415,393
10
735
$1,318,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Steven Larosa Work History
Steven has been registered as a financial advisor for 1 years.*
Edgemoor Investment Advisors, Inc
Bank Of America Private Bank
*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 Larosa 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 Edgemoor Investment Advisors, Inc
Bethesda, MD
Bethesda, MD
Bethesda, MD
Washington, DC
Washington, DC
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