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Albert Barsanti

Wise Planning, Inc.

Vienna, VA

Seattle, WA

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Current Employers
Wise Planning, Inc.

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-04-24
  • WA RA
    APPROVED
    Since 2022-04-24

Branch Locations

Vienna, VA • United States

Seattle, WA • 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
Tapfin/Ey Secaucus NJ 09/2017 10/2017
Tapfin/Ey Secaucus NJ 10/2017 12/2020
American Leak Detection New Haven CT 05/2016 09/2017
Water Intelligence Australia Sydney 08/2016 08/2017
Mercer Global Advisors Inc. Vienna VA 12/2020 03/2022
Mecer Global Advisors Inc. Denver CO 03/2022 04/2022
Wise Planning, Inc. Seattle WA 04/2022 Present
  • 09/2017 → 10/2017
    Tapfin/Ey
    Secaucus, NJ
  • 10/2017 → 12/2020
    Tapfin/Ey
    Secaucus, NJ
  • 05/2016 → 09/2017
    American Leak Detection
    New Haven, CT
  • 08/2016 → 08/2017
    Water Intelligence Australia
    Sydney
  • 12/2020 → 03/2022
    Mercer Global Advisors Inc.
    Vienna, VA
  • 03/2022 → 04/2022
    Mecer Global Advisors Inc.
    Denver, CO
  • 04/2022 → Present
    Wise Planning, Inc.
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-04
  • S65 Uniform Investment Adviser Law Examination
    2017-12-04
Designations
Other Names
  • Albert Barsanti

View on SEC IAPD

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