Michael J. Desantis
Professional summary
Michael John Desantis, who also goes by Michael J Desantis, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Palm Coast, Florida and TRUIST INVESTMENT SERVICES, INC. located in Palm Coast, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Desantis's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 26, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 220 Palm Coast Ne, Palm Coast, FL 32137August 13, 2018 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 220 Palm Coast Pkwy Ne, Palm Coast, FL 32137December 23, 2010 - August 14, 2018
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - August 30, 2010
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - August 30, 2010
WELLS FARGO CLEARING SERVICES, LLC
October 24, 1996 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/13/2018)
(2/26/2020)
(8/13/2018)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Palm Coast, FL 32137TRUST BUT VERIFY
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