Unclaimed Profile

Richard Gerard Desalvo

F3LOGIC, LLC·BURNSVILLE, Minnesota

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66Clean record23 years registeredF3LOGIC, LLC

11980 PORTLAND AVENUE SOUTH, BURNSVILLE, MN 55337CRD# 1361709Firm CRD# 289863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Gerard Desalvo · BURNSVILLE, MN

Registration

CRD #1361709 · F3LOGIC, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: F3LOGIC, LLC

GALLAGHER FIDUCIARY ADVISORS, LLC

Dec 2023 – Jan 2025

Whippany, NJ

F3LOGIC, LLC

Nov 2018 – May 2023

Morristown, NJ

F3 INVESTMENT MANAGEMENT, LLC

Jul 2018 – May 2023

Madison, NJ

RICHARD DESALVO CONSULTING, LLC

Dec 2014 – Aug 2018

MADISON, NJ

NRP ADVISORS, INC.

Aug 2010 – Oct 2010

MENDHAM, NJ

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Sep 2008

PURCHASE, NY

MORGAN STANLEY

Nov 2002 – Apr 2007

PURCHASE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · November 20, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

F3LOGIC, LLC

CRD 289863 · SEC 801-111836

AUM

$843M

Regulatory assets under management

Employees

4,092 client accounts

Services offered by F3LOGIC, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at F3LOGIC, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Gerard Desalvo offer?

Richard Gerard Desalvo specializes in Financial Planning, Investment Management.

What are Richard Gerard Desalvo's credentials?

Richard Gerard Desalvo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Gerard Desalvo located?

Richard Gerard Desalvo is based in BURNSVILLE, Minnesota, last registered with F3LOGIC, LLC.

How does Richard Gerard Desalvo charge for services?

Richard Gerard Desalvo'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 F3LOGIC, LLC?

F3LOGIC, LLC has approximately 28 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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