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Kevin John Derosa

Investment adviser representative at Garden State Investment Advisory Services, LLC
27 yearsExperience
1 stateRegistered in
$673.8MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

27 years in the industry.

  1. Garden State Insurance Agency, Inc.Jan 2005 to now
  2. Garden State Investment Advisory Services, LLCSep 2004 to now
  3. Garden State Securities, Inc.Feb 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Garden State Investment Advisory Services, LLC

$673.8MAssets managed
2,531Clients
33Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2314895
Firm CRD
133088
Advisor's SEC record (opens in a new tab)
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