Massimiliano De Santis (CRD# 6153797) is an Investment Advisor Representative working at Desmo Wealth Advisors, LLC in Lakeway, TX and has over 10 years of experience in the finance industry. Massimiliano De Santis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Texas State University | San Marcos, TX | Sep 2020 - Current | 3 |
Desmo Wealth Advisors, LLC | Lakeway, TX | Apr 2019 - Current | 5 |
Austin Community College | Austin, TX | Jan 2010 - Current | 14 |
Stone Ridge Asset Management | New York, NY | Jan 2018 - Feb 2019 | 1 |
Dimenisonal Fund Advisors | Austin, TX | Nov 2012 - Dec 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$379,531
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TX
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