Seth Desautel

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 11/2016 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 09/2014 → 09/2016
  Bank Of America
  East Providence, RI
• 03/2021 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2020 → Present
  Massey And Associates, Inc.
  Warwick, RI
• 03/2018 → 12/2020
  Massie Demarco, General Contractor
  Smithfiled, RI
• 09/2016 → 03/2018
  Merrill Edge
  Lincoln, RI

Other Businesses

1.) MASSEY & ASSOCIATES; YES INVESTMENT RELATED; 250F CENTERVILLE ROAD WARWICK, RI, 02886; INVESTMENT ADVISOR; START DATE 12/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-10
• S63 Uniform Securities Agent State Law Examination
  2016-12-20