Viraj Desai (CRD# 5349003) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in North Bergen, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Investment Management | North Bergen, NJ | Dec 2022 - Current | 1 |
| Td Ameritrade Investment Management | Jersey City, NJ | Sep 2017 - Sep 2023 | 6 |
| Blackrock | New York, NY | Feb 2015 - Sep 2017 | 2 |
| Columbia Management | Boston, MA | Jun 2010 - Feb 2015 | 4 |
- NJ
-
Total Assets Under Management1,098,805MILLIONS
-
Total Number of Accounts304,509ACCOUNTS
-
Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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