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Antony John Desorbo

SOLID POINT WEALTH ADVISORS
Manlius, NY
·CRD# 3115838·28 years experience

Professional Summary

Antony John Desorbo is a registered financial advisor currently at SOLID POINT WEALTH ADVISORS, LLC located in Manlius, New York. Antony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Antony has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

SOLID POINT WEALTH ADVISORS, LLC·CRD# 323093
RIA
Manlius, NY
September 30, 2022 - Present
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC·CRD# 106652
RIA
Manlius, NY
July 1, 2002 - December 31, 2013
MANNING & NAPIER ADVISORS, LLC·CRD# 105992
RIA
Manlius, NY
June 1, 1999 - October 11, 2019
MANNING & NAPIER INVESTOR SERVICES, INC.·CRD# 26266
BD
Fairport, NY
September 29, 1998 - October 11, 2019

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Current Firm

SP
SOLID POINT WEALTH ADVISORS, LLC

SOLID POINT WEALTH ADVISORS, LLC

CRD#: 323093 / SEC#: 801-126623
RIA
Registered Investment Advisory firm - SEC (9/23/2022 Approved)

Contact Information

Main Address

Manlius, NY

Phone Number

(518) 681-0107

# of Employees

8

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOLID POINT WEALTH ADVISORS, LLC ADV BROCHURE (8/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

239

AUM (Assets Under Management)

$119,670,103

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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.

1.) Elite NIL, Inc.; Co-Founder and CEO; Nov 2021 to present; Elite NIL is a college sports marketing agency. I have a partner who negotiates most of the deals. I manage the finances and bookkeeping for the business. I work about 7 hours a week here total. During trading hours I devote about 2 hours per week. 2.) 315 Foundation, Inc.; Co-Founder and President; June 2022 - present; The 315 Foundation is a 501c3 non-profit that matches Syracuse University Athletes with other 501c3 charities. The athletes are compensated for their promotion of, or work with other charities. I meet with athletes, charities, and donors. We have a board of 3 Members who manage the foundation. Additionally all back-office functions are handled by a third-party accounting firm, Bonadio Group. I work about 8 hours per week for the 315 Foundation. During trading hours I may devote about 3 hours a week. 3.) Trio Seed Partners, LP; General Partner; Sept 2009 - Present; Trio is a private equity fund. This fund was set up for the participation of Trio's three partners only. I spend less then 1 hour per week on average working for Trio completing bookkeeping and monitoring of our investments. All of Trio's private equity investments are passive and do not require management by Trio's partners. 4.) CAMP CRAZY BEAR, LLC: OWNER, 01/2011 - PRESENT & CAMP CRAZY BEAR II, LLC: OWNER, 04/2013 - PRESENT (EACH LLC HOLDS A PIECE OF PROPERTY AND DOES NOT ENGAGE IN ANY BUSINESS), NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; 5.) ST. ANN'S - SERVE ON FINANCE COMMITTEE (06/2011 - PRESENT) & INVESTMENT COMMITTEE (10/2013 - PRESENT), VOLUNTARY (NO COMPENSATION RECEIVED); 6.) MARK 1:38 LLC - MANAGER, 10/2013 - PRESENT (LLC HOLDS A SINGLE RENTAL PROPERTY), NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.

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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".
SP
SOLID POINT WEALTH ADVISORS, LLC

SOLID POINT WEALTH ADVISORS, LLC

CRD#: 323093 / SEC#: 801-126623
RIA
Registered Investment Advisory firm - SEC (9/23/2022 Approved)

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.
IAR
New York
(9/30/2022)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1998About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Antony John Desorbo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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