Best Investors Account Sign in
Inactive

Deirdre Ann Derosa

Wealthspire Advisors

Red Bank, NJ

Claim This Profile
Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-06
  • NJ RA
    APPROVED
    Since 2026-05-06

Branch Locations

1 Harding Rd Ste. 206, Red Bank, NJ 07701 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 10/2017 01/2020
Fiduciary Trust Company Boston MA 01/2005 10/2017
Bank Of America, N.A. Manasquan NJ 01/2018 01/2020
Wealthspire Advisors (Previously Roundangle Advisors Llc) Red Bank NJ 02/2020 Present
Purshe Kaplan Sterling Investments Albany NY 02/2020 01/2026
  • 10/2017 → 01/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Manasquan, NJ
  • 01/2005 → 10/2017
    Fiduciary Trust Company
    Boston, MA
  • 01/2018 → 01/2020
    Bank Of America, N.A.
    Manasquan, NJ
  • 02/2020 → Present
    Wealthspire Advisors (Previously Roundangle Advisors Llc)
    Red Bank, NJ
  • 02/2020 → 01/2026
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-03
  • S66 Uniform Combined State Law Examination
    2018-04-03
Designations
Other Names
  • Deirdre A Derosa
  • Deirdre Derosa

View on SEC IAPD

More in Red Bank, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor