Roger
Desai
Lynx Investment Advisory, LLC
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About this Advisor
Roger Desai is a financial advisor based in Columbia, Maryland, working with Lynx Investment Advisory, LLC. Roger has previously held positions 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, Rsd Financial, Howard Community College, Roger S. Desai, Lynx Investment Advisory, Lynx Investment Advisory, LLC, and United Planners Financial Services. Roger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Roger is part of Lynx Investment Advisory, LLC, which operates out of Columbia, Maryland. The firm has 1 office and 12 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Lynx Investment Advisory, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lynx Investment Advisory, LLC Brokerage Details
$1,081,788,387
12
231
$4,683,067
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
Lynx Investment Advisory
Lynx Investment Advisory. LLC
United Planners Financial Services
Rsd Financial
Howard Community Collge
Roger Desai
Roger S. Desai
Rsd Financial, LLC
Community College Baltimore County
The Patriot Financial Group
Versus Capital Partners, LLC
Securities America Advisors, Inc
Securities America, Inc
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
Washington, DC
Washington, DC
Washington, DC
Columbia, MD
Washington, DC
Vienna, VA
Columbia, MD
Washington, DC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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