Vincent Larosa is a registered investment advisor at Schwab Wealth Advisory, INC., based in St Louis, MO, with 7 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
500 Maryville University Driv, St Louis, MO, 63141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Sorrento Pacific Financial, LLCBroker
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.Broker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Western International Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Cadaret Grant & CO INC
Western International Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.Broker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
TD Ameritrade, INC.Broker
State Registrations53 states
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