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Anthony Ralph Desimone

Masterworks Advisers, LLC

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About Anthony Ralph Desimone

Anthony Ralph Desimone is a registered Investment Advisor Representative with Masterworks Advisers, LLC. Anthony has been in the industry for several years, previously working with firms such as Arete Wealth Management, LLC, Independent Brokerage Solutions LLC, and Wells Fargo Clearing Services, LLC. Anthony has passed several industry exams including the Uniform Combined State Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Anthony specializes in providing investment advice to both high-net-worth individuals and pooled investment vehicles.

Firm Information

Anthony Desimone is currently registered with Masterworks Advisers, LLC. Masterworks Advisers, LLC is an investment adviser based in NEW YORK, NY. The firm manages approximately $37,198,850 in assets for 438 clients. Masterworks Advisers, LLC provides portfolio management for individuals and pooled investment vehicles. The firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and pooled investment vehicles.
Masterworks Advisers, LLC

225 LIBERTY STREET

NEW YORK, NY 10281

$37.20M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Anthony Desimone’s Registration & Firm History

NY

04/02/2024 - Present

Masterworks Advisers, LLC (NEW YORK NY)

NY

02/03/2022 - 02/27/2023

ARETE WEALTH MANAGEMENT, LLC (New York NY)

NY

05/12/2020 - 02/03/2022

INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)

NY

10/07/2014 - 01/25/2017

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

03/06/2014 - 10/01/2014

LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Ralph Desimone.
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