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Alex Larosa

Blue Bell Private Wealth Management, LLC

Blue Bell, PA

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Current Employers
Blue Bell Private Wealth Management, Llc

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-09-26
  • PA RA
    APPROVED
    Since 2018-09-26

Branch Locations

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • 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
Temple University Philadelphia PA 03/2015 06/2018
Acc Consumer Finance Doylestown PA 04/2016 01/2017
Blue Bell Private Wealth Management Blue Bell PA 08/2017 Present
  • 03/2015 → 06/2018
    Temple University
    Philadelphia, PA
  • 04/2016 → 01/2017
    Acc Consumer Finance
    Doylestown, PA
  • 08/2017 → Present
    Blue Bell Private Wealth Management
    Blue Bell, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-22
  • S65 Uniform Investment Adviser Law Examination
    2018-09-22
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA
COOMBS WEALTH ADVISORY, LLC · BLUE BELL, PA

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