Scott Jordan Desantis
Investment adviser representative at Liberty Forge LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$250.8MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Liberty Forge LLCJul 2026 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jun 2026
- Northwestern Mutual Investment Services, LLCSep 2014 to Jun 2026
- Northwestern Mutual Life Insurance CompanyApr 2013 to Jun 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Liberty Forge LLC
$250.8MAssets managed
198Clients
5Advisers
Under 1 yearIn 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
- 6162685
- Firm CRD
- 343208