Mikesh J. Desai

MACRO ADVISORS

York, PA 17404

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CRD#: 6366738

Professional summary

Mikesh Jay Desai, CFP®, who also goes by Mikesh Desai, is a registered financial advisor currently at MACRO ADVISORS, INC. located in York, Pennsylvania.

Mikesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mikesh has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mikesh Desai

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.

INDEPENDENT INSURANCE AGENT � SELL TERM INSURANCE WHOLE LIFE, LTC, DISABILITY, � NON INVESTMENT-�RELATED � APPROX. 10 HRS/MO (0 HRS DURING SECURITIES TRADING)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mikesh Jay Desai'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: 2021

Experience

Current

December 24, 2015 - Present

MACRO ADVISORS, INC.

Office #1: 526 Greenbriar Road, York, PA 17404

RIA

CRD#: 118832

York, PA

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".

MACRO ADVISORS, INC.

CRD#: 118832 / SEC#: 801-117443

RIA

Registered Investment Advisory firm - (10/7/2019 Approved)

Florida

Registered Investment Advisory firm - (10/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/14/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(12/24/2015)

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 65

Date: 12/24/2015

Uniform Investment Adviser Law Examination

Current Firm

MACRO ADVISORS, INC.

CRD#: 118832 / SEC#: 801-117443

RIA

Registered Investment Advisory firm - (10/7/2019 Approved)

Florida

Registered Investment Advisory firm - (10/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/14/2006 Terminated)

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Contact information

Main Address

526 Greenbriar Road, York, PA 17404

Mailing Address

Phone number

(717) 764-4566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MACRO ADVISORS, INC. ADV BROCHURE (11/20/2025)

Regulatory assets under management

Total Number of Accounts	1,567
AUM (Assets Under Management)	$ 253,321,993

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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Mikesh J. Desai

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mikesh Jay Desai's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACRO ADVISORS, INC.

Primary Firm SEC Registration

MACRO ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/24/2015

Current Firm

MACRO ADVISORS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MACRO ADVISORS, INC.

TRUST BUT VERIFY

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