Paul DesistoCRD Number: 1702372
Current Firm: M&r Capital Management Inc.
Paul Desisto (CRD# 1702372) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 36 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|M&r Capital Management Inc.||Summit, NJ||Feb 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1987|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management454MILLIONS
Total Number of Accounts450ACCOUNTS
Average Account Value$1,009,852
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, FL, GA, IL, LA, MA, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, UT, VA
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