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Jennifer Kristine Desisto

ANCHOR CAPITAL ADVISORS LLC·BOSTON, Massachusetts
Series 7, Series 63Clean record7 years registeredANCHOR CAPITAL ADVISORS LLC
TWO INTERNATIONAL PLACE, BOSTON, MA 02110-4104CRD# 3122857Firm CRD# 105540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Kristine Desisto · BOSTON, MA
Registration
CRD #3122857 · ANCHOR CAPITAL ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CW ADVISORS, LLC
Oct 2024 – present
ANCHOR CAPITAL ADVISORS LLC
May 2019 – Oct 2024
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 13, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANCHOR CAPITAL ADVISORS LLC
CRD 105540 · SEC 801-18930
AUM
$2.6B
Regulatory assets under management
Employees
46
3,183 client accounts
Services offered by ANCHOR CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ANCHOR CAPITAL ADVISORS LLC →
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05

Frequently Asked Questions

What services does Jennifer Kristine Desisto offer?
Jennifer Kristine Desisto specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jennifer Kristine Desisto's credentials?
Jennifer Kristine Desisto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Kristine Desisto located?
Jennifer Kristine Desisto is based in BOSTON, Massachusetts, working with ANCHOR CAPITAL ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jennifer Kristine Desisto charge for services?
Jennifer Kristine Desisto'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 ANCHOR CAPITAL ADVISORS LLC?
ANCHOR CAPITAL ADVISORS LLC has approximately 46 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANCHOR CAPITAL ADVISORS LLC

Stephen Carter Brown
BOSTON, MA
William Phipps Rice
BOSTON, MA
William Phipps Rice
BOSTON, MA

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Research
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