Roger Desai (CRD# 2454893) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Columbia, MD and has over 27 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lynx Investment Advisory. LLC | Washington, DC | Dec 2021 - Current | 2 |
| Lynx Investment Advisory | Washington, DC | Dec 2021 - Current | 2 |
| United Planners Financial Services | Scottsdale, AZ | Dec 2021 - Current | 2 |
| Rsd Financial | Columbia, MD | Jan 2007 - Current | 17 |
| Howard Community Collge | Columbia, MD | Dec 2005 - Current | 18 |
| Roger Desai | Ellicott City, MD | Mar 2003 - Current | 21 |
| Roger S. Desai | Columbia, MD | Jan 2000 - Current | 24 |
| Rsd Financial, LLC | Ellicott City, MD | Nov 1999 - Current | 24 |
| Community College Baltimore County | Baltimore County, MD | Feb 1998 - Current | 26 |
| The Patriot Financial Group | Westborough, MA | Oct 2020 - Dec 2021 | 1 |
| Securities America, Inc. | Ellicott City, MD | Nov 1999 - Dec 2021 | 22 |
| Versus Capital Partners, LLC | Columbia, MD | Jul 2014 - Oct 2020 | 6 |
| Securities America Advisors, Inc. | Elliott City, MD | Jul 2005 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MD
- TX
-
Total Assets Under Management1,082MILLIONS
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$4,683,067
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, DC, FL, MD, NE, NY, OH, PA, TX, VA
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