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JD

John A. Dessouki

VANTAGE CONSULTING GROUP
VIRGINIA BEACH, VA 23451
Some features on this profile are disabled
CRD#: 6713953
JD

Professional summary

John A Dessouki is a registered financial advisor currently at VANTAGE CONSULTING GROUP INC located in Virginia Beach, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John A Dessouki'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®
None

Experience

Current

February 8, 2017 - Present

VANTAGE CONSULTING GROUP INC

Office #1: 3500 Pacific Ave, Virginia Beach, VA 23451
RIA
CRD#: 105240
VIRGINIA BEACH, VA

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".
VC
VANTAGE CONSULTING GROUP INC
BV PARTNERS LLC (RELYING ADVISER) | VANTAGE CONSULTING GROUP INC. | VANTAGE CONSULTING GROUP INC | VANTAGE CONSUKTING GROURP INC | PACIFIC MANAGEMENT LLC (RELYING ADVISER) | NEW VENTURES SELECT PARTNERS, LLC (RELYING ADVISER) | NEW VENTURES III MANAGER LLC (RELYING ADVISER)

CRD#: 105240 / SEC#: 801-27432

RIA
Registered Investment Advisory firm - (7/17/1986 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
Virginia
(2/8/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/8/2017
Uniform Investment Adviser Law Examination

Current Firm

VC
VANTAGE CONSULTING GROUP INC
BV PARTNERS LLC (RELYING ADVISER) | VANTAGE CONSULTING GROUP INC. | VANTAGE CONSULTING GROUP INC | VANTAGE CONSUKTING GROURP INC | PACIFIC MANAGEMENT LLC (RELYING ADVISER) | NEW VENTURES SELECT PARTNERS, LLC (RELYING ADVISER) | NEW VENTURES III MANAGER LLC (RELYING ADVISER)

CRD#: 105240 / SEC#: 801-27432

RIA
Registered Investment Advisory firm - (7/17/1986 Approved)
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Contact information

Main Address
3500 Pacific Ave, Virginia Beach, VA 23451
Mailing Address
Phone number
(757) 491-2998
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VANTAGE CONSULTING GROUP INC. (3/31/2025)

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 230,836,376

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.

Company Information

VANTAGE CONSULTING GROUP INC

CRD#: 105240Virginia Beach, VA 23451

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