Antony
Desorbo

Solid Point Wealth Advisors, LLC

CRD#3115838
Investment Advisor
in Manlius, NY

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About this Advisor

Antony Desorbo is a financial advisor based in Manlius, New York, working with Solid Point Wealth Advisors, LLC. Antony has previously held positions at Manning & Napier Advisors, LLC, 315 Foundation, Inc, Solid Point Wealth Advisors, LLC, Elite Nil, Inc, Manning & Napier Benefits, and Trio Seed Partners, Lp. Antony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Antony is part of Solid Point Wealth Advisors, LLC, which operates out of Manlius, New York. The firm has 6 employees and manages assets totaling $46.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Solid Point Wealth Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Manlius, NY

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Solid Point Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$46,442,836

Total Number of Employees

6

Total Number of Accounts

96

Average Account Size

$483,780

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Antony Desorbo Work History

2022 - Present (2 years)

315 Foundation, Inc

2022 - Present (2 years)

Solid Point Wealth Advisors, LLC

2022 - Present (2 years)

Solid Point Wealth Advisors, LLC

2021 - Present (3 years)

Elite Nil, Inc

2019 - Present (5 years)

Trio Seed Partners, Lp

2017 - 2019 (2 years)

Manning & Napier Benefits

2014 - 2019 (5 years)

Manning & Napier Advisors, LLC

Disclosures

Please visit the SEC profile of Antony Desorbo 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 Solid Point Wealth Advisors, LLC

Antony Desorbo
Manlius, NY
Christopher Roop
Queensbury, NY
David Dennett
Queensbury, NY

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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