Chief Executive Officer · Liberty Forge LLC
Scott J. Desantis
CRD 6162685 · Named on Form ADV at one SEC-registered adviser
At a glance
Liberty Forge LLC, an SEC-registered wealth manager based in Boston, MA with $251 million in regulatory assets, lists Scott J. Desantis on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Liberty Forge LLCChief Executive OfficerWealth manager · Boston, MA · $251M in regulatory assets
AtlasMembers
Scott’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Grant W ParisiPresident, Liberty Forge LLC
- Nicholas A. AllsopChief Operating Officer, Liberty Forge LLC
- Richard L. ChenChief Compliance Officer, Liberty Forge LLC
- Daniel J. MonaghanMember, Liberty Forge LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.