Scott J. Desantis

LIBERTY FORGE

BOSTON, MA 02116

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CRD#: 6162685

Professional summary

Scott Jordan Desantis, CFP®, ChFC®, CLU® is a registered financial advisor currently at LIBERTY FORGE LLC located in Boston, Massachusetts.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.

At a Glance

Always Fiduciary

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. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 50% OWNER, SUNNY STREET LLC RECEIVING WMC AND RISK COMPENSATION, LEGAL ENTITY - RECEIVING WMC AND RISK COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 10/6/2021, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, FINANCIAL PLANNING BUSINESS 3. 100% OWNER, SJDY LLC, LEGAL ENTITY, START DATE: 10/6/2021, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, FINANCIAL PLANNING BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jordan Desantis's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2015

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 24, 2026 - Present

LIBERTY FORGE LLC

Office #1: 20 Newbury Street Floor 3, Boston, MA 02116

RIA

CRD#: 343208

BOSTON, MA

Past

November 24, 2014 - November 18, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Boston, MA

Past

October 18, 2014 - July 1, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Boston, MA

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

Massachusetts
(8/24/2026)

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

State Security Law Exam

IAR

Series 66

Date: 11/11/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/18/2023

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LIBERTY FORGE LLC

CIVIC FINANCIAL | LIBERTY FORGE LLC

CRD#: 343208 / SEC#: 801-136732

RIA

Registered Investment Advisory firm - (7/13/2026 120-Day Approval)

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Contact information

Main Address

20 Newbury Street Floor 3, Boston, MA 02116

Mailing Address

Phone number

(617) 239-9340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (7/16/2026)

Red Flags

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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Scott J. Desantis

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jordan Desantis's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY FORGE LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/18/2014

Series 26

Date: 4/18/2023

Current Firm

LIBERTY FORGE LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

LIBERTY FORGE LLC

TRUST BUT VERIFY

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