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Mikesh Desai

MacRo Advisors, Inc.

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About Mikesh Desai

Mikesh Desai is a registered Investment Advisor Representative with Macro Advisors, Inc. Mikesh Desai is located in YORK, PA and has been working in the industry since July 2014. Mikesh Desai has passed the Uniform Investment Adviser Law Examination. Mikesh Desai has been registered with the state of Pennsylvania since December 2015. Mikesh Desai is a Certified Financial Planner. Mikesh Desai also works as an independent insurance agent. Macro Advisors, Inc. is a Registered Investment Advisor. Macro Advisors, Inc. provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Macro Advisors, Inc. has approximately 1,425 clients with over $208 million in assets under management.

Firm Information

Mikesh Desai is currently registered with MacRo Advisors, Inc.. MacRo Advisors, Inc. is an investment advisory firm based in York, PA, with a total of $208,504,099 in regulatory assets under management. They specialize in providing financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have a team of 6 licensed agents and 7 investment advisor representatives.
MacRo Advisors, Inc.

526 GREENBRIAR ROAD

YORK, PA 17404

$208.50M

Assets Under Management

Not reported

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Mikesh Desai’s Registration & Firm History

PA

12/24/2015 - Present

MacRo Advisors, Inc. (YORK PA)

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Licenses & Designations

IA

Issued 12/24/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mikesh Desai.
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