Maximus Disesa, financial advisor Poughkeepsie NY
90 score

Maximus Disesa

CRD Number: 6108215
Current Firm: Edward Jones

Maximus Disesa (CRD# 6108215) is an Investment Advisor Representative working at Edward Jones in Poughkeepsie, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2012 - Current 4
Virginia Polytechnic Institute And State University Blacksburg, VA Aug 2008 - May 2012 3
The New York Post New York City, NY Jul 2011 - Sep 2011 < 1
Campus Carriers Blacksburg, VA Mar 2011 - May 2011 < 1
Mccann Erickson New York City, NY Jul 2010 - Sep 2010 < 1
State Of New Hampshire Hampton, NH Jul 2008 - Sep 2010 2
Oyster River High School Durham, NH Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Maximus M. Disesa
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
90
Clean Record
This advisor has a clean track record with regulators.

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