Mahir Jay Desai
Investment adviser representative at Macro Advisors, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$370.9MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Macro Advisors, Inc.Apr 2019 to now
- PNC Bank, National AssociationJul 2010 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Macro Advisors, Inc.
$370.9MAssets managed
683Clients
9Advisers
7 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
- 7094311
- Firm CRD
- 118832