Antony
Desorbo
Solid Point Wealth Advisors, LLC
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About this Advisor
Antony Desorbo is a financial advisor operating in Manlius, New York with 1 year of relevant experience. Desorbo currently works for Solid Point Wealth Advisors, LLC. During their career, Desorbo has held roles at Manning & Napier Advisors, LLC, Manning & Napier Investor Services, Inc, Manning & Napier Advisory Advantage Company, LLC, 315 Foundation, Inc, Solid Point Wealth Advisors, LLC, Elite Nil, Inc, Manning & Napier Benefits and Trio Seed Partners, Lp. Desorbo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. Solid Point Wealth Advisors, LLC is a business that has its headquarters in Queensbury, NY. It has $25 million in total assets among its 36 customer accounts, placing it among the smaller firms in the United States by assets under management. Of its 36 client accounts, 72% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which service is provided. However, fees billed by Solid Point Wealth Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Solid Point Wealth Advisors, LLC Brokerage Details
$25,229,721
6
36
$700,826
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Antony Desorbo Work History
Antony has been registered as a financial advisor for 1 years.*
315 Foundation, Inc
Solid Point Wealth Advisors, LLC
Solid Point Wealth Advisors, LLC
Elite Nil, Inc
Trio Seed Partners, Lp
Manning & Napier Benefits
Manning & Napier Advisors, LLC
Manning & Napier Advisory Advantage Company, LLC
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Queensbury, NY
Queensbury, NY
Manlius, NY
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