Steven Delarosa
Steven Delarosa is a CFA-designated registered investment advisor at Chickasaw Capital Management, LLC, based in Las Vegas, NV, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 377 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chickasaw Capital Management's (CCM) standard advisory fees are based on the average value of the assets they manage for you. The annual fee is:
- 1.50% for MLP accounts
- 1.50% for Equity and Balanced Accounts
- 0.40% for Fixed Income Accounts
These fees are typically based on the average or ending market value of your investments and are charged quarterly, either in arrears or in advance, as agreed upon in your contract.
Location
Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Chickasaw Capital Management, LLC
Chickasaw Securities, LLCBroker
Chickasaw Securities, LLC
Previous Registrations
Imst Distributors, LLCBroker
Nexbank Securities INCBroker
Legg Mason Investor Services, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Lm Financial Partners, INC.Broker
Arroyo Seco, INC.Broker
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.