James Desanctis
Investment adviser representative at Capital Analysts
14 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
Are you James Desanctis? Claim your profile
Contact this firm
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.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Capital AnalystsJul 2023 to now
- Lincoln InvestmentJul 2023 to now
- Empower Financial Services, IncSep 2022 to Jul 2023
- Bank of America, N.A.Mar 2020 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Aug 2022
- Black DiamondDec 2019 to Jan 2020
- Extended TravelJul 2019 to Nov 2019
- Charles Schwab & Co.,Inc.Nov 2017 to Jun 2019
- Charles Schwab BankNov 2017 to Jun 2019
- Bank of America, N.A.Mar 2012 to Nov 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2012 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6031742
- Firm CRD
- 162200