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Jay Matilal Desai

Macro Advisors, Inc.

York, PA

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Current Employers
Macro Advisors, Inc.

526 Greenbriar Road, York, PA 17404 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-03
PA RA APPROVED 2002-11-12
  • TX RA
    APPROVED_RES
    Since 2020-02-03
  • PA RA
    APPROVED
    Since 2002-11-12

Branch Locations

526 Greenbriar Road, York, PA 17404 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Macro Advisors, Inc. York PA 02/2003 01/2025
Macro Advisors, Inc. York PA 06/2019 Present
Macro Advisors, Inc. York PA 01/2025 Present
Other Businesses

INDEPENDENT INSURANCE AGENT ¬ SELL TERM INSURANCE WHOLE LIFE, LTC, DISABILITY, ¬ NON INVESTMENT-¬RELATED ¬ APPROX. 10 HRS/MO (0 HRS DURING SECURITIES TRADING)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1990-11-28
S63 Uniform Securities Agent State Law Examination 1988-12-16
  • S65 Uniform Investment Adviser Law Examination
    1990-11-28
  • S63 Uniform Securities Agent State Law Examination
    1988-12-16
Designations
Other Names
  • Jayesh Desai

View on SEC IAPD

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