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John Charles Desena

NATIONAL ASSET MANAGEMENT, INC.·BOCA RATON, Florida
Series 99Series 7Series 63SIE
Unclaimed Profile
5000 T-REX AVENUE, BOCA RATON, FL 33431CRD# 2445224Firm CRD# 115927
01

About

John Charles Desena is a registered financial advisor based in BOCA RATON, Florida, affiliated with NATIONAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
B. RILEY WEALTH ADVISORS, INC.
B. RILEY WEALTH ADVISORS, INC.
AUM
$7.6B
Regulatory assets under management
Employees
457
Total firm employees
View all advisors at B. RILEY WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2445224
Firm CRD# 115927
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Charles Desena offer?
John Charles Desena specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are John Charles Desena's credentials?
John Charles Desena is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Desena located?
John Charles Desena is based in BOCA RATON, Florida, working with NATIONAL ASSET MANAGEMENT, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does John Charles Desena charge for services?
John Charles Desena's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONAL ASSET MANAGEMENT, INC.?
NATIONAL ASSET MANAGEMENT, INC. has approximately 457 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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