Virginia Schlosser
Investment adviser representative at Royal Fund Management, LLC
14 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 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
Experience
14 years in the industry.
- Schlosser Insurance Services LLCOct 2023 to now
- Royal Fund Management, LLCSep 2023 to now
- Early RetirementAug 2022 to Sep 2023
- Dynamic Corporate Solutions, IncSep 2021 to Aug 2022
- Early RetirementJun 2020 to Sep 2021
- Ameris BankNov 2017 to May 2020
- Robert HalfJul 2012 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Royal Fund Management, LLC
$1.6BAssets managed
4,966Clients
83Advisers
13 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
- 7803882
- Firm CRD
- 144434