Corporate Secretary · Macro Advisors, Inc.
Darshana J. Desai
CRD 4498980 · Named on Form ADV at one SEC-registered adviser
At a glance
Macro Advisors, Inc., an SEC-registered wealth manager based in York, PA with $371 million in regulatory assets, lists Darshana J. Desai on its Form ADV as Corporate Secretary.
Firms and roles
- Macro Advisors, Inc.Corporate SecretaryWealth manager · York, PA · $371M in regulatory assets
AtlasMembers
Darshana’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jay M. DesaiChairman/chief Compliance Officer, Macro Advisors, Inc.
- Mahir J. DesaiChief Executive Officer, Macro Advisors, Inc.
- Mikesh J. DesaiPresident, Chief Operating Officer, Macro Advisors, Inc.
- Dipal H. PatelChief Financial Officer, Macro Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Darshana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.