AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
WD

William Allan Desanto Jr

CIMA®
GRV SECURITIES
CHICAGO, IL
·CRD# 2753230·28 years experience

Professional Summary

William Allan Desanto Jr, CIMA®, who also goes by Bill Allan Desanto Jr, William Allan Desanto Jr, William Allan Desanto, William Desanto, is a registered financial advisor currently at GRV SECURITIES LLC located in Chicago, Illinois. William is registered as a RR (Registered Representative) and started their career in finance in 1998. William has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bill Allan Desanto Jr, William Allan Desanto Jr, William Allan Desanto, William Desanto

Blog Corner

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
View profile
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Credentials

CIMA®
Certified Investment Management Analyst

Years of Experience

28 years in the financial services industry

Current & Past Employments

GRV SECURITIES LLC·CRD# 138348
BD
1. 900 North Michigan Avenue, Suite 1100, Chicago, IL 606112. 900 North Michigan Avenue Suite 1100, Chicago, IL 60611-6541
August 18, 2026 - Present
FS INVESTMENT SOLUTIONS, LLC·CRD# 145244
BD
Darien, CT
October 14, 2024 - November 5, 2025
UBS ASSET MANAGEMENT (US) INC.·CRD# 583
BD
New York, NY
August 12, 2015 - October 7, 2024
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
New York City, NY
September 25, 2013 - January 14, 2015
CARILLON FUND DISTRIBUTORS, INC.·CRD# 139749
BD
St. Petersburg, FL
December 10, 2008 - June 9, 2011
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.·CRD# 840
BD
New York, NY
January 25, 2001 - November 13, 2008
FIRST FUND DISTRIBUTORS, INC.·CRD# 27038
BD
Phoenix, AZ
December 13, 2000 - December 19, 2000
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
April 3, 1998 - August 13, 1998

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Current Firm

GS
GRV SECURITIES LLC

GROSVENOR SECURITIES LLC | GRV SECURITIES LLC

CRD#: 138348 / SEC#: 8-67160
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

900 North Michigan Avenue Suite 1100, Chicago, IL 60611-6541

Mailing Address

900 North Michigan Avenue Suite 1100, Chicago, IL 60611-6541

Phone Number

(312) 506-6500

Established

Delaware since 08/18/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GCM GROSVENOR L.P.SOLE MEMBER108654
DANIEL, DAWNA LYNNECHIEF COMPLIANCE OFFICER5137048
HENRICH, DIANNA LEAMANAGING DIRECTOR4695780
MONTGOMERY, BURKE JOHNSONGENERAL COUNSEL5067591
SACKS, MICHAEL JAYMANAGER/CHIEF EXECUTIVE OFFICER2077424
SULLIVAN, KATHLEEN PATRICIAFINANCIAL AND OPERATIONS PRINCIPAL5099521

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(9/10/2026)
RR
Alaska
(9/21/2026)
RR
Arizona
(9/10/2026)
RR
Arkansas
(9/14/2026)
RR
California
(8/21/2026)
RR
Colorado
(9/10/2026)
RR
Connecticut
(9/11/2026)
RR
Delaware
(9/10/2026)
RR
District of Columbia
(9/10/2026)
RR
Florida
(8/24/2026)
RR
Georgia
(9/3/2026)
RR
Hawaii
(9/11/2026)
RR
Idaho
(8/21/2026)
RR
Illinois
(9/9/2026)
RR
Indiana
(9/10/2026)
RR
Iowa
(9/10/2026)
RR
Kansas
(9/11/2026)
RR
Kentucky
(9/9/2026)
RR
Louisiana
(9/10/2026)
RR
Maine
(9/10/2026)
RR
Maryland
(9/16/2026)
RR
Massachusetts
(8/19/2026)
RR
Michigan
(9/11/2026)
RR
Minnesota
(9/9/2026)
RR
Mississippi
(9/14/2026)
RR
Missouri
(8/18/2026)
RR
Montana
(8/19/2026)
RR
Nebraska
(8/18/2026)
RR
Nevada
(9/10/2026)
RR
New Hampshire
(9/14/2026)
RR
New Jersey
(9/10/2026)
RR
New Mexico
(9/10/2026)
RR
New York
(9/9/2026)
RR
North Carolina
(9/10/2026)
RR
North Dakota
(9/14/2026)
RR
Ohio
(8/18/2026)
RR
Oklahoma
(9/10/2026)
RR
Oregon
(9/11/2026)
RR
Pennsylvania
(8/24/2026)
RR
Puerto Rico
(9/14/2026)
RR
Rhode Island
(9/10/2026)
RR
South Carolina
(9/21/2026)
RR
South Dakota
(9/10/2026)
RR
Tennessee
(9/11/2026)
RR
Texas
(8/19/2026)
RR
Utah
(8/18/2026)
RR
Vermont
(9/9/2026)
RR
Virgin Islands
(9/10/2026)
RR
Virginia
(9/18/2026)
RR
Washington
(9/10/2026)
RR
West Virginia
(9/14/2026)
RR
Wisconsin
(8/18/2026)
RR
Wyoming
(9/10/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2013About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1999About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Dec 2015About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Apr 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2005About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view William Allan Desanto Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
WD
Follow William
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required