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Steven D Larosa

Edgemoor Investment Advisors, Inc.

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About Steven D Larosa

Steven Larosa is a financial advisor registered with Edgemoor Investment Advisors, Inc.. Steven is a Chartered Financial Analyst and has been in the industry for more than 20 years. Steven has experience providing financial advice to individuals, families, and businesses. Steven specializes in providing financial planning, portfolio management, and investment management services. Steven has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Steven Larosa is currently registered with Edgemoor Investment Advisors, Inc.. Edgemoor Investment Advisors, Inc. is an investment advisory firm based in Bethesda, MD. They manage approximately $1.18 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies. The firm provides financial planning and portfolio management services.
Edgemoor Investment Advisors, Inc.

7250 WOODMONT AVENUE

BETHESDA, MD 20814

$1.18B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Larosa’s Registration & Firm History

MD

04/12/2022 - Present

Edgemoor Investment Advisors, Inc. (BETHESDA MD)

NY

04/02/2001 - 11/26/2004

GABELLI & COMPANY, INC. (RYE NY)

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Licenses & Designations

BC

Issued 04/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven D Larosa.
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