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CFP
AD
CFP

Antonio Desano

14 Years of Experience
1 Disclosure

Antonio Desano is a CFP-designated registered investment advisor at Third Sigma Investment Advisors LLC, based in Troy, MI, with 14 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
51 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$98.8M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)

Third Sigma's advisory fees range from 0.10% to 0.55% per year, depending on portfolio size and the complexity of services. Fees are negotiable. The firm typically deducts fees monthly or quarterly from client accounts. These fees do not include the costs associated with investing in mutual funds or other investment vehicles.

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Location

200 E Big Beaver Rd, Ste 132, Troy, MI, 48083

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History

Regulatory History (1)
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Customer Dispute
March 2018
Denied
Other Business Activities

Antonio is a financial professional at M1 Wealth Advisors, operating as a DBA for financial services since April 2024. This takes about a quarter of his time, including a significant portion during trading hours.

Employment History
Current Registrations
Third Sigma Investment Advisors LLC
October 2024 - Present · 1 yr 6 mos
M1 Capital Management LLC
February 2022 - Present · 4 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - August 2024 · 5 mos
Cetera Advisors LLCBroker
January 2022 - August 2024 · 2 yrs 7 mos
Cetera Advisors LLC
January 2022 - March 2024 · 2 yrs 2 mos
Ameriprise Financial Services, LLCBroker
January 2021 - January 2022 · 1 yr
Ameriprise Financial Services, LLC
January 2021 - January 2022 · 1 yr
Royal Alliance Associates, INC.
July 2018 - January 2021 · 2 yrs 6 mos
Royal Alliance Associates, INC.Broker
July 2018 - January 2021 · 2 yrs 6 mos
UBS Financial Services INC.
June 2014 - July 2018 · 4 yrs 1 mo
UBS Financial Services INC.Broker
May 2014 - July 2018 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2014 · 1 yr 6 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.