Jennifer
Desisto
Anchor Capital Advisors LLC
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About this Advisor
Jennifer Desisto is a financial advisor based in Boston, Massachusetts, working with Anchor Capital Advisors LLC. Jennifer has previously held positions at Anchor Capital Advisors LLC and Fiduciary Trust Company. Jennifer has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Jennifer is part of Anchor Capital Advisors LLC, which operates out of Boston, Massachusetts. The firm has 4 offices and 46 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Anchor Capital Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Anchor Capital Advisors LLC Brokerage Details
$2,611,786,469
46
3,183
$820,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jennifer Desisto Work History
Anchor Capital Advisors LLC
Fiduciary Trust Company
Disclosures
Please visit the SEC profile of Jennifer Desisto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Anchor Capital Advisors LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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