Steven D. Larosa

EDGEMOOR INVESTMENT ADVISORS

Bethesda, MD 20814

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CRD#: 4226524

Professional summary

Steven D Larosa, CFP® is a registered financial advisor currently at EDGEMOOR INVESTMENT ADVISORS, INC. located in Bethesda, Maryland.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Steven has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Steven D 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

April 12, 2022 - Present

EDGEMOOR INVESTMENT ADVISORS, INC.

Office #1: 7250 Woodmont Avenue Suite 315, Bethesda, MD 20814

RIA

CRD#: 109104

Bethesda, MD

Past

April 2, 2001 - November 26, 2004

G.RESEARCH, LLC

CRD#: 7353

RYE, NY

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".

EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR CAPITAL MANAGEMENT INC | EDGEMOOR INVESTMENT ADVISORS, INC. | EDGEMOOR CAPITAL MANAGEMENT, INC.

CRD#: 109104 / SEC#: 801-56945

RIA

Registered Investment Advisory firm - (10/25/1999 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

Maryland
(4/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/6/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/30/2001

General Securities Representative Examination

Current Firm

EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR CAPITAL MANAGEMENT INC | EDGEMOOR INVESTMENT ADVISORS, INC. | EDGEMOOR CAPITAL MANAGEMENT, INC.

CRD#: 109104 / SEC#: 801-56945

RIA

Registered Investment Advisory firm - (10/25/1999 Approved)

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Contact information

Main Address

7250 Woodmont Avenue Suite 315, Bethesda, MD 20814

Mailing Address

Phone number

(301) 543-8881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EDGEMOOR BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	702
AUM (Assets Under Management)	$ 1,329,105,623

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.

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Steven D. Larosa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven D Larosa's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDGEMOOR INVESTMENT ADVISORS, INC.

G.RESEARCH, LLC

Primary Firm SEC Registration

EDGEMOOR INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/6/2001

Series 7

Date: 3/30/2001

Current Firm

EDGEMOOR INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGEMOOR INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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