Macro Advisors, Inc.

Macro Advisors, Inc. (CRD# 118832) is a financial advisory firm headquartered in York, PA. They manage $90,127,199 in 886 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    886
    ACCOUNTS
  • Average Account Value
    $101,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Macro Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Darshana J. Desai
CRD#: 4498980
526 Greenbriar Road, York, PA 17404
93
Wealthminder
score

Darshana Desai (CRD# 4498980) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 16 years of experience in the finance industry.

2
Dipal H. Patel
CRD#: 5331706
526 Greenbriar Rd, York, PA 17404
93
Wealthminder
score

Dipal Patel (CRD# 5331706) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 11 years of experience in the finance industry.

3
Mikesh Desai
CRD#: 6366738
526 Greenbriar Road, York, PA 17404
89
Wealthminder
score

Mikesh Desai (CRD# 6366738) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 2 years of experience in the finance industry.

4
Dylan Amin
CRD#: 6860000
526 Greenbriar Road, York, PA 17404
87
Wealthminder
score

Dylan Amin (CRD# 6860000) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has 1 year of experience in the finance industry.

5
Herman A. Dodson
CRD#: 1266944
580 Susquehanna Blvd, Hazleton, PA 18202
86
Wealthminder
score

Herman Dodson (CRD# 1266944) is an Investment Advisor Representative working at Macro Advisors, Inc. in Hazleton, PA and has over 31 years of experience in the finance industry.

6
Shannon R. Shupp
CRD#: 2690524
526 Greenbriar Road, York, PA 17404
86
Wealthminder
score

Shannon Shupp (CRD# 2690524) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 22 years of experience in the finance industry. Shannon Shupp 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.

7
Jay M. Desai
CRD#: 1888390
526 Greenbriar Road, York, PA 17404
66
Wealthminder
score

Jay Desai (CRD# 1888390) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 29 years of experience in the finance industry. Jay Desai 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.

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