Emily L. Darosa
Professional summary
Emily Louise Darosa, CFP®, who also goes by Emily Louise Darosa, Emily Louise Herrup, is a registered financial advisor currently at RANGE ADVISORY, LLC located in New York, New York.
Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Emily has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emily Louise Darosa's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
February 9, 2025 - Present
RANGE ADVISORY, LLC
Office #1: 369 Lexington Ave 9th Floor, New York, NY 10017April 17, 2023 - December 2, 2024
SEVEN MILE ADVISORY LLC
July 8, 2021 - May 4, 2023
WEALTHSPIRE ADVISORS
May 15, 2020 - July 6, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 1, 2018 - July 2, 2021
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
RANGE ADVISORY, LLC
CRD#: 321969 / SEC#: 801-125927
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2025)
(2/9/2025)
(2/9/2025)
(2/9/2025)
Exams
Series 7TO
Date: 3/5/2024
General Securities Representative ExaminationCurrent Firm
RANGE ADVISORY, LLC
CRD#: 321969 / SEC#: 801-125927
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,236 |
| AUM (Assets Under Management) | $ 268,976,800 |
Red Flags
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