Unclaimed Profile

Anthony Desantis

PHH INVESTMENTS, LTD.·ADDISON, Texas

Series 2, Series 65Clean record31 years registeredPHH INVESTMENTS, LTD.

15725 N. DALLAS PARKWAY, ADDISON, TX 75001CRD# 2476888Firm CRD# 108203

Profile Verification

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

Identity

Anthony Desantis · ADDISON, TX

Registration

CRD #2476888 · PHH INVESTMENTS, LTD. · 31 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Jan 2020 – present

RAA

Jul 1995 – Jan 2020

Palm City, FL

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · July 24, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHH INVESTMENTS, LTD.

CRD 108203 · SEC 801-60003

AUM

$2.6B

Regulatory assets under management

Employees

6,353 client accounts

Services offered by PHH INVESTMENTS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PHH INVESTMENTS, LTD. →

Introduction

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Frequently Asked Questions

What services does Anthony Desantis offer?

Anthony Desantis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ADDISON, Texas for a consultation.

What are Anthony Desantis's credentials?

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

Where is Anthony Desantis located?

Anthony Desantis is based in ADDISON, Texas, working with PHH INVESTMENTS, LTD.. Their office serves clients in the ADDISON metropolitan area and surrounding communities.

How does Anthony Desantis charge for services?

Anthony Desantis's firm is compensated through percentage of aum, other: cssa/service agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHH INVESTMENTS, LTD.?

PHH INVESTMENTS, LTD. has approximately 94 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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