AdvisorOS Directory
Claim Profile
Unclaimed Profile
PD

Philip Frank Desantis

CANDLEWOOD INVESTMENT GROUP, LP·RYE, New York
Clean recordCANDLEWOOD INVESTMENT GROUP, LP
555 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 1724239Firm CRD# 154254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Frank Desantis · RYE, NY
Registration
CRD #1724239 · CANDLEWOOD INVESTMENT GROUP, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Philip Frank Desantis is a registered financial advisor based in RYE, New York, affiliated with CANDLEWOOD INVESTMENT GROUP, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CANDLEWOOD INVESTMENT GROUP, LP
CANDLEWOOD INVESTMENT GROUP, LP
AUM
$185M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CANDLEWOOD INVESTMENT GROUP, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1724239
Firm CRD# 154254
View on FINRA BrokerCheck →

Looking for a financial advisor in RYE?

Browse all registered financial advisors in RYE, New York or claim this profile if it's yours.

Browse RYE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Philip Frank Desantis offer?
Philip Frank Desantis specializes in Retirement Planning. Contact their office in RYE, New York for a consultation.
What are Philip Frank Desantis's credentials?
Philip Frank Desantis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Frank Desantis located?
Philip Frank Desantis is based in RYE, New York, working with CANDLEWOOD INVESTMENT GROUP, LP. Their office serves clients in the RYE metropolitan area and surrounding communities.
How does Philip Frank Desantis charge for services?
Philip Frank Desantis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANDLEWOOD INVESTMENT GROUP, LP?
CANDLEWOOD INVESTMENT GROUP, LP has approximately 7 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CANDLEWOOD INVESTMENT GROUP, LP

Michael Jung Awn Lau
NEW FAIRFIELD, CT
Jonathan Warren Weiss
RYE, NY
Michael Andrew Mcsherry
NEW FAIRFIELD, CT
David Erwin Koenig
NEW FAIRFIELD, CT
Indra Chandra
RYE, NY

More Advisors in RYE, New York

Julian Nmn Koski
NEW AGE ALPHA ADVISORS, LLC·RYE, NY
John "nmn" Daileader
GREENBRIAR EQUITY GROUP, L.P.·RYE, NY
Matthew Robert Gabelli
TETON ADVISORS, INC.·RYE, NY
Marc Joseph Gabelli
TETON ADVISORS, INC.·RYE, NY
Marc Philip Sussman
ATREVIDA PARTNERS, LLC·RYE, NY
Timothy Joseph White
DUNES POINT CAPITAL, L.L.C.·RYE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)NEW YORK CITY (113)PITTSFORD (112)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile