Unclaimed Profile

Mahir Desai

MACRO ADVISORS, INC.·YORK, Pennsylvania

Series 65Clean record7 years registeredMACRO ADVISORS, INC.

526 GREENBRIAR ROAD, YORK, PA 17404CRD# 7094311Firm CRD# 118832

Profile Verification

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

Identity

Mahir Desai · YORK, PA

Registration

CRD #7094311 · MACRO ADVISORS, INC. · 7 years registered

Brand Profile

Not yet started

Career History

MACRO ADVISORS, INC.

May 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 7, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Mahir Desai offer?

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

What are Mahir Desai's credentials?

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

Where is Mahir Desai located?

Mahir 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 Mahir Desai charge for services?

Mahir 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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