Macro Advisors, Inc.

Macro Advisors, Inc. (CRD# 118832) is a financial advisory firm headquartered in York, PA. They manage $208,504,099 in 1,425 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    1,425
    ACCOUNTS
  • Average Account Value
    $146,319
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MD, NH, NJ, PA, SC, TX, VA

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

Darshana Desai (CRD# 4498980) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 22 years of experience in the finance industry.

2
Jay M. Desai
CRD#: 1888390
526 Greenbriar Road, York, PA 17404

Jay Desai (CRD# 1888390) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 35 years of experience in the finance industry.

3
Mahir Desai
CRD#: 7094311
526 Greenbriar Road, York, PA 17404

Mahir Desai (CRD# 7094311) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 4 years of experience in the finance industry.

4
Mikesh Desai
CRD#: 6366738
526 Greenbriar Road, York, PA 17404

Mikesh Desai (CRD# 6366738) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 8 years of experience in the finance industry.

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

Herman Dodson (CRD# 1266944) is an Investment Advisor Representative working at Macro Advisors, Inc. in Hazleton, PA and has over 37 years of experience in the finance industry.

6
Dipal H. Patel
CRD#: 5331706
526 Greenbriar Rd, York, PA 17404

Dipal Patel (CRD# 5331706) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 16 years of experience in the finance industry.

7
Shannon R. Shupp
CRD#: 2690524
526 Greenbriar Road, York, PA 17404

Shannon Shupp (CRD# 2690524) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 27 years of experience in the finance industry.

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