Antonio Desano
Investment adviser representative at M1 Capital Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$450.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Third Sigma Investment Advisors, LLCOct 2024 to now
- M1 Wealth AdvisorsApr 2024 to now
- M1 Capital Management LLCJan 2022 to now
- Cetera Investment Advisers LLCMar 2024 to Aug 2024
- Cetera Advisor NetworksJan 2022 to Aug 2024
- Innovative Investment ServicesJan 2022 to Mar 2024
- Ameriprise Financial ServicesJan 2021 to Jan 2022
- Royal Alliance Associates IncJul 2018 to Jan 2021
- UBS Financial Services IncApr 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
M1 Capital Management LLC
Legal name: M1 Capital Management
$450.4MAssets managed
403Clients
6Advisers
15 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
- 5910283
- Firm CRD
- 158269