Roger
Desai

Lynx Investment Advisory, LLC

CRD#2454893
Investment Advisor
in Columbia, MD

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About this Advisor

Roger Desai is a financial advisor operating out of Columbia, Maryland with a total of 2 years of relevant experience. Desai is an employee of Lynx Investment Advisory, LLC. Desai has gained experience at Community College Baltimore County, Securities America, Inc, Securities America Advisors, Inc, Rsd Financial, LLC, Roger Desai, Versus Capital Partners, LLC, The Patriot Financial Group, Lynx Investment Advisory. LLC, Roger S. Desai, Lynx Investment Advisory, Howard Community Collge, United Planners Financial Services and Rsd Financial. Desai has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland and Texas. Lynx Investment Advisory, LLC is a financial advisory company operating out of Washington, DC. The company has a total of 12 advisors. It administers $896 million in total assets among its 229 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 229 customer accounts, 33% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which services are provided. Fees charged by Lynx Investment Advisory, LLC likely include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

8850 Columbia 100 Parkway Suite 306
Columbia, MD 21045

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Lynx Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$896,026,383

MD Average: $4,886,152,200
Total Number of Employees

12

MD Average: 60
Total Number of Accounts

229

MD Average: 205
Average Account Size

$3,912,779

MD Average: $23,834,889

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Roger Desai Work History

Roger has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lynx Investment Advisory. LLC

2021 - Present (3 years)

Lynx Investment Advisory

2021 - Present (3 years)

United Planners Financial Services

2007 - Present (17 years)

Rsd Financial

2005 - Present (19 years)

Howard Community Collge

2003 - Present (21 years)

Roger Desai

2000 - Present (24 years)

Roger S. Desai

1999 - Present (25 years)

Rsd Financial, LLC

1998 - Present (26 years)

Community College Baltimore County

2020 - 2021 (1 year)

The Patriot Financial Group

2014 - 2020 (6 years)

Versus Capital Partners, LLC

2005 - 2014 (9 years)

Securities America Advisors, Inc

1999 - 2021 (22 years)

Securities America, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Roger Desai 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 Lynx Investment Advisory, LLC

Joel Hosner
Columbia, MD
Adrian Kutko
Washington, DC
Vipin Sahijwani
Washington, DC
Peter Pavlov
Columbia, MD
Kara Lilian
Washington, DC
Kishore Shah
Vienna, VA
Roger Desai
Columbia, MD
Lara Hines
Washington, DC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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