Unclaimed Profile

Jay Matilal Desai

MACRO ADVISORS, INC.·YORK, Pennsylvania

Series 3, Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65CFP23 years registeredMACRO 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. · 23 years registered

Brand Profile

Not yet started

Career History

MACRO ADVISORS, INC.

Nov 2002 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · November 12, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

2002Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MACRO ADVISORS, INC.

CRD 118832 · SEC 801-117443

AUM

$209M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by MACRO ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MACRO ADVISORS, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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