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Daniel Larosa, portrait

Daniel Larosa

Managing Member at Ritholtz Wealth Management in New York, NY

Investment adviser registrationUpdated

Daniel Larosa is Managing Member of Ritholtz Wealth Management, an investment adviser managing $9.42B, and works from its New York, NY office. Daniel Larosa has been registered as an investment adviser representative through Ritholtz Wealth Management since 8 February 2019, has 11 years in the industry across 2 firms and has passed the Series 65.

11
Years in industry
7
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Daniel Larosa has been Managing Member of Ritholtz Wealth Management since January 2023, is not listed as a control person, but directly owns under 5% of the firm.

Ritholtz Wealth Management is a New York, NY firm with $9.42B under management, 4,221 clients and 48 advisers across 15 offices, as of its August 2026 filing.

Dan LaRosa is Sr. Advisor & Director of Corp. Retirement of Ritholtz Wealth Management. LaRosa advises on 401(k)s and other corporate retirement plans and works with employers to navigate ERISA regulations. LaRosa has 14 years of industry experience.

Daniel Larosa’s longest registration is the current one, 7 years at Ritholtz Wealth Management since 2019. Before joining Ritholtz Wealth Management in 2019, Daniel Larosa was registered through Foundation Retirement Plan Consultants, LLC.

  1. Ritholtz Wealth ManagementCurrent
    – present · 7 years
    New York, NY · Adviser representative · Firm CRD 168652
  2. Foundation Retirement Plan Consultants, LLC
    – · 1 year
    Valley Stream, NY · Adviser representative · Firm CRD 170416
  3. Foundation Retirement Plan Consultants, LLC
    – · 1 year
    New York, NY · Adviser representative · Firm CRD 170416

Credentials and registrations

Professional designations

Listed by Ritholtz Wealth Management

  • AIF®
  • QPFC

Investment adviser representative registrations

Daniel Larosa is registered as an investment adviser representative in New York, since August 2025.

  • New YorkSince 14 August 2025

Examinations

Series 6529 May 2014
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Daniel Robert Larosa
CRD
6027891
Firm
Ritholtz Wealth Management · CRD 168652
Role
Managing Member
Office
24 WEST 40TH STREET, 15TH FLOOR, New York, NY 10018
Registration
Investment adviser registration
In the industry since
September 2015
Disciplinary history
Not yet shown here · SEC record
Firm bio
ritholtzwealth.com

Common questions

Where does Daniel Larosa work?

Daniel Larosa has been Managing Member of Ritholtz Wealth Management since January 2023.

Source: Form ADV, Schedule A, filed 10 August 2026

Is Daniel Larosa a financial advisor?

Yes. Daniel Larosa has a current investment-adviser registration in New York, through Ritholtz Wealth Management since February 2019.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Daniel Larosa have?

Daniel Larosa has 11 years in the financial industry, since September 2015, across 2 adviser firms.

Source: IAPD individual record, checked 21 October 2026

What exams has Daniel Larosa passed?

Daniel Larosa passed the Series 65 in May 2014.

Source: IAPD individual record, checked 21 October 2026

Where did Daniel Larosa work before Ritholtz Wealth Management?

Before Ritholtz Wealth Management, Daniel Larosa was registered through Foundation Retirement Plan Consultants, LLC, July 2017 to January 2019; Foundation Retirement Plan Consultants, LLC, June 2014 to May 2016.

Source: IAPD individual record, checked 21 October 2026

Where is Daniel Larosa based?

Daniel Larosa’s registered office is in New York, NY.

Source: IAPD individual record, checked 21 October 2026

Is Daniel Larosa registered with FINRA?

No. Daniel Larosa has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Daniel Larosa’s record?

Search CRD 6027891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Larosa’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Ritholtz Wealth Management

Sources

  1. IAPD individual record, CRD 6027891, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ritholtz Wealth Management, filed 10 August 2026. Title, control and ownership bands.
  3. Ritholtz Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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