Unclaimed Profile

Jay Matilal Desai

MACRO ADVISORS, INC.·YORK, Pennsylvania

Clean recordMACRO ADVISORS, INC.

526 GREENBRIAR ROAD, YORK, PA 17404CRD# 1888390Firm CRD# 118832

Profile Verification

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

Identity

Jay Matilal Desai · YORK, PA

Registration

CRD #1888390 · MACRO ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jay Matilal Desai is a registered financial advisor based in YORK, Pennsylvania, affiliated with MACRO ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MACRO ADVISORS, INC.

AUM

$209M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MACRO ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1888390

Firm CRD# 118832

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jay Matilal Desai offer?

Jay Matilal Desai specializes in Financial Planning, Investment Management. Contact their office in YORK, Pennsylvania for a consultation.

What are Jay Matilal Desai's credentials?

Jay Matilal Desai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Matilal Desai located?

Jay Matilal Desai is based in YORK, Pennsylvania, working with MACRO ADVISORS, INC.. Their office serves clients in the YORK metropolitan area and surrounding communities.

How does Jay Matilal Desai charge for services?

Jay Matilal Desai's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MACRO ADVISORS, INC.?

MACRO ADVISORS, INC. has approximately 7 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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