Anthony Desantis, financial advisor Beverly Hills MI

Anthony Desantis

CRD Number: 1810274
Current Firm: Affluent Solutions, LLC

Anthony Desantis (CRD# 1810274) is an Investment Advisor Representative working at Affluent Solutions, LLC in Beverly Hills, MI and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Affluent Solutions, LLC Troy, MI Apr 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination Jun 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony A. Desantis
Phone Number: 248-752-3992
Registered State(s):
  • MI
Current Firm Details
Affluent Solutions, LLC
Firm's CRD Number: 116952
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI

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