DD
David P. Disanto
BENTLEY WEALTH ADVISORS
Warwick, RI 02886
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CRD#: 3125376
DD
Professional summary
David Paul Disanto is a registered financial advisor currently at BENTLEY WEALTH ADVISORS, LLC located in Warwick, Rhode Island.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 4 firms and has passed the Series 65 exam.
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) S. ILIT POSITION: Trustee for ILIT NATURE: Insurance Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/1992 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Trust 2) M.W.B. IRREV TRUST POSITION: Co-Trustee-Cannot make decisions on my own NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2012 ADDRESS: , Warwick RI 02886, United States DESCRIPTION: Co-Trustee; requires two signatures to effect business 3) A.R.B. IRREV TRUST POSITION: Co-Trustee-Cannot make decisions on my own NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2012 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Co-Trustee; requires two signatures to effect business 4) J.R. ILIT POSITION: Trustee for ILIT NATURE: Insurance Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2012 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Trust 5) G.P. ILIT POSITION: Trustee for ILIT NATURE: Insurance Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2009 ADDRESS: , Warwick RI 02886, United States DESCRIPTION: Trust 6) MONETA INVESTORS, INC POSITION: MEMBER NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/06/2011 ADDRESS: Warwick RI 02886, United States DESCRIPTION: Consulting 7) DAVID P. DISANTO POSITION: Sole Proprietor NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: Warwick RI 02886, United States DESCRIPTION: The schedule C includes all non-traditional income from the accounting firm relating to special consulting projects as well as board fees. 8) DISANTO CONSULTING, INC. POSITION: Owner NATURE: Accounting and bookkeeping services INVESTMENT RELATED: No START DATE: 01/2023 ADDRESS; Greenville, RI 02828
CRS (Client Relationship Summary) - RIA
Click below to view David Paul Disanto'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
January 15, 2019 - Present
BENTLEY WEALTH ADVISORS, LLC
Office #1: 117 Metro Center Boulevard Suite 3000, Warwick, RI 02886RIA
CRD#: 293311
Warwick, RI
Past
June 12, 2018 - December 31, 2018
BENTLEY WEALTH ADVISORS, LLC
RIA
CRD#: 293311
WARWICK, RI
Past
January 4, 2017 - June 12, 2018
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Warwick, RI
Past
June 25, 2003 - January 4, 2011
BENTLEY WEALTH ADVISORS, LLC
RIA
CRD#: 126007
WARWICK, RI
Past
February 2, 1999 - May 3, 2012
CREATIVE RESOURCES INVESTMENT ADVISORS LLC
RIA
CRD#: 110484
WARWICK, RI
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
Rhode Island(1/15/2019)
Current Firm
BW
BENTLEY WEALTH ADVISORS, LLC
BENTLEY WEALTH ADVISORS, LLC
CRD#: 293311 / SEC#:
Rhode Island
Registered Investment Advisory firm - (12/31/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
117 Metro Center Boulevard Suite 3000, Warwick, RI 02886
Mailing Address
Phone number
(401) 921-2000
Established
Firm type
Fiscal year end
# of Employees
14
Red Flags
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Company Information
BENTLEY WEALTH ADVISORS, LLC
CRD#: 293311Warwick, RI 02886TRUST BUT VERIFY
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