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Antony John Desorbo

Advisor at Solid Point Wealth Advisors, LLC — Manlius, NY

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Manlius, NY

Solid Point Wealth Advisors, LLC logo

Solid Point Wealth Advisors, LLC

Supported

Total advisors

4

Clients per advisor

57 High

Avg AUM per client

$449,759 Low

HNW client ratio

56% High

About

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Manning & Napier Advisors and Benefits prior to joining Solid Point Wealth Advisors in 2022. Outside of advisory work, he is the co-founder and CEO of Elite NIL, a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit that connects Syracuse University athletes with other charities. Solid Point Wealth Advisors serves individuals, plan sponsors, nonprofits, and businesses with discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a varied investment approach including fundamental analysis and technical methods, and is notable for incorporating private and illiquid investments such as private placements and direct real estate exposure.

Client services

Based on Solid Point Wealth Advisors, LLC

Portfolio management

Expertise

Based on Solid Point Wealth Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

Under $2 Million - $2,000,000: 1% $2,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable

Location

Manlius, NY

Manlius NY

Advisors at this office

4

Most active in

New York

Work history

25 years of industry experience

Solid Point Wealth Advisors, LLC

2022 - Present • 4 years

Manlius, NY

Solid Point Wealth Advisors, LLC

2022 - Present • 4 years

Manlius, NY

315 Foundation, Inc.

2022 - Present • 4 years

Syracuse, NY

Elite NIL, Inc.

2021 - Present • 5 years

Syracuse, NY

Trio Seed Partners, LP

2019 - Present • 7 years

Manlius, NY

Manning & Napier Benefits

2017 - 2019 • 2 years

Fairport, NY

Manning & Napier Advisors, LLC

2014 - 2019 • 5 years

Fairport, NY

Manning & Napier Advisory Advantage Company, LLC

2002 - 2013 • 11 years

NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jessica C

Series 63, Series 66

Chittenango, NY

Champion, Jessica

Jessica Champion is an independent financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own firm, Champion Method LLC. Champion Method LLC provides wealth management and financial planning services to individuals and high-net-worth clients. The firm blends modern portfolio theory with fundamental, technical, and charting analysis, employs both passive and active investment vehicles, and integrates behavioral finance coaching and customizable socially responsible investing options.

Retirement income strategy General retirement planning Cash flow / budgeting
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Nancy G

Series 63, Series 65, Series 66

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. She previously worked at UBS Financial Services for one year before joining Edward S. Green & Associates, where she has been since 2010. In addition to her advisory role, Nancy provides human resources consulting for Bousquet Holstein PLLC. Edward S. Green & Associates primarily acts as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate clients’ education, retirement, and estate planning with other professionals. The firm does not manage client assets directly but refers clients to a sub-adviser for investment management and serves as the primary client contact for those referrals.

Wealth management
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Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the principal advisor at LTS Wealth Management in Syracuse, NY. He holds the Series 65 designation and has one year of experience in the financial advisory industry. Outside of his advisory role, he has operated a basketball officiating business since 2007 and serves as the grievance chair for the Baldwinsville Teachers Association. He has also maintained longstanding roles in public education, including with the Baldwinsville Central School District. LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses. The firm employs a combination of quantitative and qualitative investment methods within a strategic asset-allocation framework, incorporating tax-aware practices and limited options strategies when appropriate.

Tax-loss harvesting Options & derivatives strategies
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