Albert Barsanti

WISE PLANNING

Vienna, VA

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CRD#: 6877452

Professional summary

Albert Barsanti Jr., CFP®, who also goes by Albert Barsanti, is a registered financial advisor currently at WISE PLANNING, INC. located in Vienna, Virginia.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Albert has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Albert Barsanti

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 Albert Barsanti Jr.'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

Experience

Current

April 24, 2022 - Present

WISE PLANNING, INC.

RIA

CRD#: 123821

Vienna, VA

Past

February 1, 2021 - April 20, 2022

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

VIENNA, VA

Past

December 20, 2017 - May 21, 2021

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

SECAUCUS, NJ

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".

WISE PLANNING, INC.

WISE PLANNING | WISE, DEBORAH ROSE | WISE PLANNING, INC.

CRD#: 123821 / SEC#: 801-114999

RIA

Registered Investment Advisory firm - (4/12/2019 Approved)

California

Registered Investment Advisory firm - (5/15/2019 Terminated)

Illinois

Registered Investment Advisory firm - (4/15/2019 Terminated)

Washington

Registered Investment Advisory firm - (4/22/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/15/2019 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

Washington
(4/24/2022)

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: 12/4/2017

Uniform Investment Adviser Law Examination

Current Firm

WISE PLANNING, INC.

WISE PLANNING | WISE, DEBORAH ROSE | WISE PLANNING, INC.

CRD#: 123821 / SEC#: 801-114999

RIA

Registered Investment Advisory firm - (4/12/2019 Approved)

California

Registered Investment Advisory firm - (5/15/2019 Terminated)

Illinois

Registered Investment Advisory firm - (4/15/2019 Terminated)

Washington

Registered Investment Advisory firm - (4/22/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/15/2019 Terminated)

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Contact information

Main Address

Seattle, WA

Mailing Address

Phone number

(847) 834-9473

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B 031925 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	768
AUM (Assets Under Management)	$ 529,377,526

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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Firm Stability Insights

Albert Barsanti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Barsanti Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

WISE PLANNING, INC.

MERCER GLOBAL ADVISORS INC.

ERNST & YOUNG INVESTMENT ADVISERS LLP

Primary Firm SEC Registration

WISE PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/2017

Current Firm

WISE PLANNING, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISE PLANNING, INC.

TRUST BUT VERIFY

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