Desiree Fisher

WEALTH MORE ENTERPRISE

New York, NY

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CRD#: 7419958

Professional summary

Desiree Fisher is a registered financial advisor currently at WEALTH MORE ENTERPRISE, INC. located in New York, New York and CAPITAL AREA PLANNING GROUP located in New York, New York.

Desiree is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Desiree has worked at 6 firms and has passed the Series 65 exam.

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.

Coell's Legacy Position: Owner Start date: Tuesday, June 16, 2020 Address: P.O. Box 371 New York, New York, 10040 United States Approximate number of hours/month you devote to the other business: 25 Approximate number of hours/month you devote to other business during securities trading hours: 5 Briefly describe your duties: Provide specialized consulting to individuals and families regarding estate and elder care planning. Investment Related: No

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desiree Fisher'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

August 28, 2024 - Present

WEALTH MORE ENTERPRISE, INC.

RIA

CRD#: 324763

New York, NY

Current

October 18, 2024 - Present

CAPITAL AREA PLANNING GROUP

RIA

CRD#: 333056

New York, NY

Past

March 15, 2023 - December 31, 2024

CIC WEALTH, LLC

RIA

CRD#: 290198

NEW YORK, NY

Past

September 1, 2022 - December 31, 2022

FREEMAN CAPITAL ADVISORS

RIA

CRD#: 300025

CHARLOTTE, NC

Past

May 11, 2022 - July 15, 2022

FRANCIS FINANCIAL

RIA

CRD#: 128067

NEW YORK, NY

Past

January 7, 2022 - March 25, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

NEW YORK, NY

Past

August 3, 2021 - April 20, 2022

FREEMAN CAPITAL ADVISORS

RIA

CRD#: 300025

New York, NY

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

New York
(8/28/2024)

IAR

Texas
(10/18/2024)

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: 7/19/2021

Uniform Investment Adviser Law Examination

Current Firm

CAPITAL AREA PLANNING GROUP

CAPITAL AREA PLANNING GROUP | CAPITAL AREA PLANNING GROUP, LLC

CRD#: 333056 / SEC#: 801-131246

RIA

Registered Investment Advisory firm - (10/4/2024 120-Day Approval)

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Contact information

Main Address

1255 Union Street Ne 7th Floor, Washington, DC 20002

Mailing Address

Phone number

(202) 916-5624

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPG FORM ADV PART 2A (10/23/2025)

CAPG ADV PART 2B DESIREE FISHER (10/23/2025)

CAPG ADV PART 2B MALCOLM ETHRIDGE (7/24/2025)

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 46,073,577

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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Desiree Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desiree Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MORE ENTERPRISE, INC.

CAPITAL AREA PLANNING GROUP

CIC WEALTH, LLC

FREEMAN CAPITAL ADVISORS

FRANCIS FINANCIAL

ORIGIN INVESTMENT ADVISORY LLC

FREEMAN CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2021

Current Firm

CAPITAL AREA PLANNING GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL AREA PLANNING GROUP

TRUST BUT VERIFY

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