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Antony J. Desorbo
SOLID POINT WEALTH ADVISORS
Manlius, NY
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CRD#: 3115838
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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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Antony John Desorbo's 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®
NoneExperience
Current
September 30, 2022 - Present
SOLID POINT WEALTH ADVISORS, LLC
RIA
CRD#: 323093
Manlius, NY
Past
July 1, 2002 - December 31, 2013
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC
RIA
CRD#: 106652
MANLIUS, NY
Past
June 1, 1999 - October 11, 2019
MANNING & NAPIER ADVISORS, LLC
RIA
CRD#: 105992
MANLIUS, NY
Past
September 29, 1998 - October 11, 2019
MANNING & NAPIER INVESTOR SERVICES, INC.
BD
CRD#: 26266
FAIRPORT, NY
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 - (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.Highlighted states indicate IAR registrations
IAR
New York(9/30/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SOLID POINT WEALTH ADVISORS, LLC
SOLID POINT WEALTH ADVISORS, LLC
CRD#: 323093 / SEC#: 801-126623
RIA
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Contact information
Main Address
Queensbury, NY
Mailing Address
Phone number
(518) 681-0107
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 80,305,917 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
