ED
CFP
ED
CFP

Emily Louise Darosa

6 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Range Advisory, LLC
February 2025 - Present · 1 yr
Previous Registrations
Seven Mile Advisory LLC
April 2023 - December 2024 · 1 yr 8 mos
Wealthspire Advisors
July 2021 - May 2023 · 1 yr 10 mos
Fidelity Personal and Workplace Advisors
May 2020 - July 2021 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
October 2018 - July 2021 · 2 yrs 9 mos
State Registrations4 states
NYPATXVA
Advisor
Exams
No exam information available for this advisor.
Emily Louise Darosa - Financial Advisor | TrueAdvisor