Cassandra LarosaCRD Number: 6199733
Current Firm: Charles Schwab & Company, Inc.
Cassandra Larosa (CRD# 6199733) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Morristown, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Brighton Financial Planning
Cfs Investment Advisory Services LLC
|Charles Schwab Bank||Morristown, NJ||Mar 2017 - Current||1|
|Charles Schwab & Company, Inc.||Morristown, NJ||Mar 2017 - Current||1|
|Pnc Bank||Clifton, NJ||Aug 2016 - Mar 2017||< 1|
|Pnc Investments||Pittsburgh, PA||Aug 2016 - Mar 2017||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Aug 2016||1|
|Mcadam LLC||Jersey City, NJ||Oct 2014 - Aug 2016||1|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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