Kevin Philip Desanto
Professional Summary
Kevin Philip Desanto, who also goes by Kevin Phillip Desanto, is a registered financial advisor currently at KIPPSDESANTO & COMPANY located in Mclean, Virginia. Kevin is registered as a RR (Registered Representative) and started their career in finance in 2005. Kevin has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin Phillip Desanto
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
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
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Current Firm
BANYAN CAPITAL MARKETS, LLC | KIPPSDESANTO & COMPANY | COLONIAL CAPITAL PARTNERS, LLC | BANYAN INVESTMENT ADVISORS, INC.
Contact Information
Main Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102Mailing Address
1675 Capital One Dr. Suite 1200, Mclean, VA 22102Phone Number
(703) 442-1400Established
Virginia since 12/31/2007Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
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
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
State Registrations and Notice Filings
(11/27/2007)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - BD
Click below to view Kevin Philip Desanto's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
