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Massimiliano De Santis

Desmo Wealth Advisors, LLC

Lakeway, TX

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Current Employers
Desmo Wealth Advisors, Llc

Lakeway, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-11
  • TX RA
    APPROVED
    Since 2019-07-11

Branch Locations

Lakeway, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dimenisonal Fund Advisors Austin TX 11/2012 12/2017
Stone Ridge Asset Management New York NY 01/2018 02/2019
Desmo Wealth Advisors, Llc Lakeway TX 04/2019 Present
Austin Community College Austin TX 01/2010 Present
Texas State University San Marcos TX 09/2020 08/2025
University Of Texas At Austin Austin TX 08/2025 Present
  • 11/2012 → 12/2017
    Dimenisonal Fund Advisors
    Austin, TX
  • 01/2018 → 02/2019
    Stone Ridge Asset Management
    New York, NY
  • 04/2019 → Present
    Lakeway, TX
  • 01/2010 → Present
    Austin Community College
    Austin, TX
  • 09/2020 → 08/2025
    Texas State University
    San Marcos, TX
  • 08/2025 → Present
    University Of Texas At Austin
    Austin, TX
Previous Registrations
Other Businesses

University of Texas at Austin The business is not investment related 2110 Speedway, Austin, TX 78705 Higher education Clinical Assistant Professor 8/16/2025 Approximately 50% of the time Approximately 6 hours weekly during trading hours Teach classes in finance fields; conduct academic research

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-20
  • S66 Uniform Combined State Law Examination
    2013-08-20
Designations

View on SEC IAPD

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