Steven
Larosa
Edgemoor Investment Advisors, Inc
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About this Advisor
Steven Larosa is a financial advisor based in Bethesda, Maryland, working with Edgemoor Investment Advisors, Inc. Steven has previously held positions at Bank Of America Private Bank and Edgemoor Investment Advisors, Inc. Steven has passed the Series 63 regulatory exam and is registered to provide services in Maryland. Currently, Steven is part of Edgemoor Investment Advisors, Inc, which operates out of Bethesda, Maryland. The firm has 10 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Edgemoor Investment Advisors, Inc includes asset-based fees.
Certifications and Registrations
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Edgemoor Investment Advisors, Inc Brokerage Details
$1,179,897,525
10
750
$1,573,197
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
Edgemoor Investment Advisors, Inc
Bank Of America Private Bank
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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