Vincent Larosa

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 10/2017
  Autumn Ridge Assisted Living
  Herculaneum, MO
• 10/2017 → 02/2018
  Unemployed
  N/A, MO
• 02/2018 → 06/2020
  Td Ameritrade
  St. Louis, MO
• 07/2020 → 06/2022
  Stifel Nicolaus & Co Inc
  St. Louis, MO
• 08/2022 → 11/2022
  Wells Fargo Clearing Services
  St. Louis, MO
• 11/2022 → 07/2025
  Cadaret Grant & Co., Inc.
  Syracuse, NY
• 07/2025 → 08/2025
  Lpl Financial
  Overland Park, KS
• 08/2025 → Present
  Charles Schwab & Co., Inc
  St Louis, MO
• 08/2025 → Present
  Schwab Wealth Advisory, Inc
  St Louis, MO

Previous Registrations

• 2025-07-25 → 2025-08-15
  Lpl Financial Llc
  Overland Park, KS
  Saint Peters, MO
• 2022-11-07 → 2025-07-14
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Syracuse, NY
• 2022-08-25 → 2022-11-02
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2021-10-04 → 2022-06-28
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2021-10-01
• S63 Uniform Securities Agent State Law Examination
  2018-05-03

Other Names

• Vincent Joseph Larosa
• Vince Larosa
• Vince Joseph Larosa
• Vincent Larosa
• Vince J Larosa