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Antony John Desorbo

Investment adviser representative at Solid Point Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$119.7MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Solid Point Wealth Advisors, LLCJul 2022 to now
  2. 315 Foundation, Inc.Jun 2022 to now
  3. Elite Nil, Inc.Nov 2021 to now
  4. Trio Seed Partners, LPOct 2019 to now
  5. Manning & Napier BenefitsDec 2017 to Oct 2019
  6. Manning & Napier Advisors, LLCJan 2014 to Oct 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (NY).

Solid Point Wealth Advisors, LLC

$119.7MAssets managed
239Clients
4Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3115838
Firm CRD
323093
Advisor's SEC record (opens in a new tab)
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