Desiree Fisher

Current Employers

Employment History

• 07/2021 → 04/2022
  Freeman Capital Advisors, Llc
  Charlotte, NC
• 08/2020 → 06/2021
  Freeman Capital Advisors, Llc
  Charlotte, NC
• 05/2012 → 08/2019
  The Community Development Trust
  New York, NY
• 08/2019 → 08/2021
  The American College Of Financial Services
  King Of Prussia, PA
• 01/2022 → 03/2022
  Origin Financial
  San Francisco, CA
• 03/2022 → 07/2022
  Francis Financial
  New York, NY
• 08/2022 → 05/2023
  Freeman Capital Advisors, Llc
  Charlotte, NC
• 03/2023 → 09/2024
  Cic Wealth, Llc
  Rockville, MD
• 02/2024 → Present
  Wealth More Enterprise, Inc.
  Philadelphia, PA
• 03/2026 → Present
  Capital Area Planning Group
  Washington, DC
• 01/2026 → Present
  Desiree Fisher Advisory Services Llc
  New York, NY
• 06/2020 → Present
  Coell's Legacy, Llc
  New York, NY
• 10/2024 → 02/2026
  Capital Area Planning Group
  Washington, DC

Previous Registrations

• 2024-08-28 → 2025-12-31
  Wealth More Enterprise, Inc.
  Philadelphia, PA
  New York, NY
• 2023-03-15 → 2024-12-31
  Cic Wealth, Llc
  New York, NY
  Rockville, MD
• 2022-09-01 → 2022-12-31
  Freeman Capital Advisors
  Charlotte, NC
• 2022-05-11 → 2022-07-15
  Francis Financial
  New York, NY
• 2021-08-03 → 2022-04-20
  Freeman Capital Advisors
  New York, NY
  Charlotte, NC
• 2022-01-07 → 2022-03-25
  Origin Investment Advisory Llc
  New York, NY
  Sarasota, FL

Other Businesses

- Name of other business: Capital Area Planning Group - Investment-related: Yes - Address: 1255 Union St. NE, 7th Floor, Washington, DC 20002 - Nature of the other business: - Position/title/duties: Estate Planning Advisor - Start date: 03/2026 - Approximate number of hours/month devoted to the other business: 12 - Number of hours devoted during securities trading hours: 12 - Name of other business: Wealth More Enterprise, Inc. - Investment-related: Yes - Address: 1900 Market Street, Philadelphia, PA 19103 - Nature of the other business: Investment Adviser - Position/title/duties: Financial Planner - Start date: 02/2024 - Approximate number of hours/month devoted to the other business: 8 - Number of hours devoted during securities trading hours: 8 - Name of other business: Coell's Legacy, LLC - Investment-related: No - Address: P.O. Box 371, New York, New York, 10040 - Nature of the other business: Consulting - Position/title/duties: Owner, Provide specialized consulting to individuals and families regarding estate and elder care planning. - Start date: 06/16/2020 - Approximate number of hours/month devoted to the other business: 8 - Number of hours devoted during securities trading hours: 4

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-19

Designations