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AL

Anthony C. Larosa

PRIVATE COUNSEL GROUP, LTD.
Indianapolis, IN
Some features on this profile are disabled
CRD#: 2182835
AL
Anthony Charles LarosaPRIVATE COUNSEL GROUP, LTD.

Professional summary

Anthony Charles Larosa, CFP®, who also goes by Anthony Charles La Rosa, Tony Larosa, is a registered financial advisor currently at PRIVATE COUNSEL GROUP, LTD. located in Indianapolis, Indiana and FARTHER located in Indianapolis, Indiana.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Anthony has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 24, Series 9 and Series 10 exams.

At a Glance

Always Fiduciary

Aliases

Anthony Charles La Rosa | Tony Larosa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Charles Larosa's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

February 8, 2019 - Present

PRIVATE COUNSEL GROUP, LTD.

RIA
CRD#: 300083
Indianapolis, IN
Current

July 13, 2026 - Present

FARTHER

Office #1: 350 Masshachusettes Ave. Suite 300, Indianapolis, IN 46204
RIA
CRD#: 302050
Indianapolis, IN
Past

January 13, 2021 - December 31, 2023

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

BD
CRD#: 7388
MCDONOUGH, GA
Past

July 9, 2020 - December 15, 2020

WWK INVESTMENTS, INC.

BD
CRD#: 25184
NORTHVILLE, MI
Past

July 12, 2005 - February 25, 2019

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
INDIANAPOLIS, IN
Past

July 12, 2005 - February 25, 2019

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
INDIANAPOLIS, IN
Past

September 19, 2000 - July 14, 2005

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
GREENWOOD, IN
Past

August 25, 2000 - July 14, 2005

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

April 3, 1998 - September 1, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 21, 1991 - February 10, 1992

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(5/20/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/18/1998
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/21/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 9/9/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/2/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/4/2009
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/29/2001
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/4/2001
General Securities Sales Supervisor - General Module Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARTHER

CRD#: 302050Indianapolis, IN

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