Michael David Desantis

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2020
  Harris Financial Advisors, Inc.
  Torrance, CA
• 11/2020 → 04/2022
  Ep Wealth Advisors, Llc
  Torrance, CA
• 04/2022 → 10/2023
  Goldman Sachs Personal Financial Management
  Los Angeles, CA
• 10/2023 → Present
  Farther Finance Advisors
  San Fransico, CA

Previous Registrations

• 2023-04-06 → 2023-11-03
  United Capital Financial Advisors
  Newport Beach, CA
• 2018-05-10 → 2020-11-23
  Harris Financial Advisors, Inc.
  Palos Verdes Estates, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-28

Designations

• Certified Financial Planner