Antony Desorbo, financial advisor Manlius NY
93 score

Antony Desorbo

CRD Number: 3115838
Current Firm: Manning & Napier Advisors, LLC

Antony Desorbo (CRD# 3115838) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Manlius, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Manning & Napier Advisors, LLC Fairport, NY Jan 2014 - Current 2
Manning & Napier Investor Services, Inc. Fairport, NY Aug 1998 - Current 18
Manning & Napier Advisory Advantage Company, LLC Fairport, NY Nov 2000 - Dec 2013 13
Manning & Napier Advisors, LLC Fairport, NY Aug 1998 - Dec 2013 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Antony J. Desorbo
Phone Number: 585-325-6880
Registered State(s):
  • FL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    35,390
    MILLIONS
  • Total Number of Accounts
    7,226
    ACCOUNTS
  • Average Account Value
    $4,897,583
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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