Kevin DeRosa has been an investment adviser representative at Blackdiamond Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners.
Blackdiamond Wealth Management, LLC is a New York, NY firm with $424M under management, 379 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Kevin DeRosa’s longest registration is the current one, 4 years at Blackdiamond Wealth Management since 2021. Before joining Blackdiamond Wealth Management in 2021, Kevin DeRosa was registered through Your Planning Partner LLC and McAdam LLC.
- – present · 4 yearsNew York, NY · Adviser representative · Firm CRD 291459
- Your Planning Partner LLC– · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 283647
- McAdam LLC– · 3 yearsPhiladelphia, PA · Adviser representative · Firm CRD 170914
Investment adviser representative registrations
Kevin DeRosa is registered as an investment adviser representative in 2 states. Each was approved in December 2021.
- New YorkSince 15 December 2021
- PennsylvaniaSince 13 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Gregg DeRosa
- CRD
- 6865811
- Firm
- Blackdiamond Wealth Management · CRD 291459
- Office
- 31 HUDSON YARDS, FLOOR 10, SUITE 55, New York, NY 10001
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin DeRosa work?
Kevin DeRosa is an investment adviser representative registered through Blackdiamond Wealth Management, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Kevin DeRosa a financial advisor?
Yes. Kevin DeRosa has a current investment-adviser registration in New York and Pennsylvania, through Blackdiamond Wealth Management since December 2021.
How many years of experience does Kevin DeRosa have?
Kevin DeRosa has 9 years in the financial industry, since October 2017, across 3 adviser firms.
What exams has Kevin DeRosa passed?
Kevin DeRosa passed the Series 65 in September 2017.
Where did Kevin DeRosa work before Blackdiamond Wealth Management?
Before Blackdiamond Wealth Management, Kevin DeRosa was registered through Your Planning Partner LLC, October 2020 to December 2021; McAdam LLC, October 2017 to October 2020.
Where is Kevin DeRosa based?
Kevin DeRosa’s registered office is in New York, NY.
Is Kevin DeRosa registered with FINRA?
No. Kevin DeRosa has no current broker registration.
How can I verify Kevin DeRosa’s record?
Search CRD 6865811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin DeRosa’s full registration record.