Jay M. Desai

MACRO ADVISORS

YORK, PA 17404

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CRD#: 1888390

Professional summary

Jay Matilal Desai, CFP®, who also goes by Jayesh Desai, is a registered financial advisor currently at MACRO ADVISORS, INC. located in York, Pennsylvania.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jay has worked at 4 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jayesh Desai

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT � SELL TERM INSURANCE WHOLE LIFE, LTC, DISABILITY, � NON INVESTMENT-�RELATED � APPROX. 10 HRS/MO (0 HRS DURING SECURITIES TRADING)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Matilal Desai's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

November 12, 2002 - Present

MACRO ADVISORS, INC.

Office #1: 526 Greenbriar Road, York, PA 17404

RIA

CRD#: 118832

YORK, PA

Past

October 21, 2002 - January 9, 2003

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

December 19, 1988 - October 4, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 19, 1988 - October 4, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MACRO ADVISORS, INC.

CRD#: 118832 / SEC#: 801-117443

RIA

Registered Investment Advisory firm - (10/7/2019 Approved)

Florida

Registered Investment Advisory firm - (10/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/14/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/12/2002)

IAR

Texas
(2/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/1990

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 11/20/2008

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/24/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/16/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/11/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/11/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 5/22/1997

General Securities Principal Examination

Current Firm

MACRO ADVISORS, INC.

CRD#: 118832 / SEC#: 801-117443

RIA

Registered Investment Advisory firm - (10/7/2019 Approved)

Florida

Registered Investment Advisory firm - (10/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/14/2006 Terminated)

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Contact information

Main Address

526 Greenbriar Road, York, PA 17404

Mailing Address

Phone number

(717) 764-4566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MACRO ADVISORS, INC. ADV BROCHURE (11/20/2025)

Regulatory assets under management

Total Number of Accounts	1,567
AUM (Assets Under Management)	$ 253,321,993

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jay M. Desai

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Matilal Desai's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE VASE SECURITIES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MACRO ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/1990

Series 63

Date: 12/16/1988

Series 3

Date: 11/20/2008

Series 7

Date: 4/24/1997

Series 6

Date: 12/16/1988

Series 10

Date: 10/11/2000

Series 9

Date: 10/11/2000

Series 24

Date: 5/22/1997

Current Firm

MACRO ADVISORS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MACRO ADVISORS, INC.

TRUST BUT VERIFY

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