Cassandra Larosa, financial advisor Jersey City NJ
89 score

Cassandra Larosa

CRD Number: 6199733
Current Firm: Mcadam LLC

Cassandra Larosa (CRD# 6199733) is an Investment Advisor Representative working at Mcadam LLC in Jersey City, NJ and has over 4 years of experience in the finance industry.

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SRI Investing
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 3
Mcadam LLC Jersey City, NJ Oct 2014 - Current 3
Ing Financial Partners Jersey City, NJ Sep 2013 - Oct 2014 1
Adp Rockville, MD Sep 2012 - Jun 2013 < 1
University Of Maryland, College Park College Park, MD Aug 2009 - May 2013 3
Adp (ascent) Dayton, NJ Jun 2012 - Aug 2012 < 1
Leadership For Educational Equity New York City, NY Jun 2012 - Aug 2012 < 1
American University Of Rome Rome, Jan 2012 - May 2012 < 1
National Archives And Records Administration College Park, MD Sep 2010 - Dec 2011 1
The Covenant House Newark, NJ Jun 2011 - Aug 2011 < 1
Salty's Restaurant Lavallette, NJ Jun 2005 - Jun 2011 6
West Essex Regional High School North Caldwell, NJ Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Cassandra F. Larosa
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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