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Daniel Robert Larosa

Ritholtz Wealth Management

New York, NY

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Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-14
  • NY RA
    APPROVED
    Since 2025-08-14

Branch Locations

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foundation Retirement Plan Consultants Inc. Valley Stream NY 02/2014 01/2019
Roundangle Advisors Llc New York NY 01/2015 01/2019
Ritholtz Wealth Management New York NY 01/2019 Present
  • 02/2014 → 01/2019
    Foundation Retirement Plan Consultants Inc.
    Valley Stream, NY
  • 01/2015 → 01/2019
    Roundangle Advisors Llc
    New York, NY
  • 01/2019 → Present
    Ritholtz Wealth Management
    New York, NY
Previous Registrations
  • 2017-07-27 → 2019-01-07
    Foundation Retirement Plan Consultants, Llc
    Valley Stream, NY
  • 2014-06-02 → 2016-05-05
    Foundation Retirement Plan Consultants, Llc
    White Plains, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-29
  • S65 Uniform Investment Adviser Law Examination
    2014-05-29

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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