John
Desarno

Osaic Institutions, Inc

CRD#4615714
Investment Advisor
in Leesburg, VA

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About this Advisor

John Desarno is a financial advisor based in Leesburg, Virginia, working with Osaic Institutions, Inc. John has previously held positions at Lpl, Pruco Securities, LLC, The Prudential Insurance Company Of America, Prudential Annuities Distributors, Inc, The Leaders Group Inc, Pinnacle, Infinex Investments Inc, and Bank Of Clarke County. John has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, John is part of Osaic Institutions, Inc, which operates out of Leesburg, Virginia. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

504 East Market Street
Leesburg, VA 20176

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

VA Average: $5,297,377,271
Total Number of Employees

722

VA Average: 35
Total Number of Accounts

8,478

VA Average: 690
Average Account Size

$427,771

VA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Desarno Work History

2023 - Present (2 years)

Infinex Investments Inc

2023 - Present (2 years)

Bank Of Clarke County

2022 - 2023 (1 year)

Pruco Securities, LLC

2022 - 2023 (1 year)

The Prudential Insurance Company Of America

2021 - 2022 (1 year)

The Leaders Group Inc

2021 - 2022 (1 year)

Pinnacle

2020 - 2021 (1 year)

Prudential Annuities Distributors, Inc

2015 - 2021 (6 years)

Pruco Securities, LLC

2015 - 2021 (6 years)

The Prudential Insurance Company Of America

2013 - 2015 (2 years)

Lpl

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Disclosures

Please visit the SEC profile of John Desarno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

Ling Mao
New York, NY
Lindsay Johnson
Muncy, PA
James Mckenna
Dover, NH
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Bret Kinzler
Fargo, ND
Peter Aiello
Canton, MA
Henry Nunez
Scarsdale, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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