William A. Desanto
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Allan Desanto Jr, CIMA®, who also goes by Bill Allan Desanto Jr, William Allan Desanto Jr, William Allan Desanto, William Desanto, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1998. William had worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 14, 2024 - November 5, 2025
FS INVESTMENT SOLUTIONS, LLC
August 12, 2015 - October 7, 2024
UBS ASSET MANAGEMENT (US) INC.
September 25, 2013 - January 14, 2015
CHARLES SCHWAB & CO., INC.
December 10, 2008 - June 9, 2011
CARILLON FUND DISTRIBUTORS, INC.
January 25, 2001 - November 13, 2008
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
December 13, 2000 - December 19, 2000
FIRST FUND DISTRIBUTORS, INC.
April 3, 1998 - August 13, 1998
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FS INVESTMENT SOLUTIONS, LLC
CRD#: 145244 / SEC#: , 8-67718
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FRANKLIN SQUARE HOLDINGS, LP | SOLE MEMBER OF FS INVESTMENT SOLUTIONS, LLC | |
| DETWILER, ELIZABETH CAMILLA | GENERAL COUNSEL, PRINICIPAL OPERATIONS OFFICER | 4361137 |
| GAGLIOTI, ENRICO SALVATORE | PRESIDENT | 2649966 |
| PAGNOTTA, CHRISTOPHER VINCENT | CHIEF COMPLIANCE OFFICER | 4418522 |
| SCARPATI, GERARD | FINOP/CFO, PFO | 2313132 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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