Disclosures

Privacy Policy
At DeSERANNO, we are committed to protecting the privacy and confidentiality of the personal and financial information we gather about our clients. Because we value the trust our clients have placed in our firm, we understand the importance of maintaining controls necessary for securing nonpublic information. Please read our privacy policy to learn more.

Form ADV Part II
Please read our ADV Part II (the document required by the SEC for Registered Investment Advisory firms), which details our investment advisory services and fees, types of clients served, conditions for managing accounts and other important information.