Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/12/2022 - Present
Edgemoor Investment Advisors, Inc. (BETHESDA MD)
NY
04/02/2001 - 11/26/2004
GABELLI & COMPANY, INC. (RYE NY)
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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