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Jay Matilal Desai

MACRO ADVISORS, INC.·YORK, Pennsylvania
Unclaimed Profile
526 GREENBRIAR ROAD, YORK, PA 17404CRD# 1888390Firm CRD# 118832
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MACRO ADVISORS, INC.
MACRO ADVISORS, INC.
AUM
$209M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MACRO ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1888390
Firm CRD# 118832
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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