JL
JL

Justin Larosa

9 Years of Experience
Armonk, NY
Broker

Justin Larosa is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Armonk, NY, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

20 Maple Ave, Armonk, NY, 10504

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Justin is an associate/employee at C & B Wealth Management, working as an office manager and registered representative, but spends minimal time there. He also works as an office manager and registered representative at The Silverman Group, dedicating about half his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2017 - Present · 8 yrs 5 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
State Registrations3 states
CACTNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Justin Larosa - Financial Advisor | TrueAdvisor