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Roger Sudhir Desai

LYNX INVESTMENT ADVISORY, LLC·WASHINGTON, District of Columbia
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1100 CONNECTICUT AVENUE, NW, WASHINGTON, DC 20036CRD# 2454893Firm CRD# 111814
01

About

Roger Sudhir Desai is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with LYNX INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LYNX INVESTMENT ADVISORY, LLC
LYNX INVESTMENT ADVISORY, LLC
AUM
$1.1B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at LYNX INVESTMENT ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2454893
Firm CRD# 111814
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Sudhir Desai offer?
Roger Sudhir Desai specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Roger Sudhir Desai's credentials?
Roger Sudhir Desai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Sudhir Desai located?
Roger Sudhir Desai is based in WASHINGTON, District of Columbia, working with LYNX INVESTMENT ADVISORY, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Roger Sudhir Desai charge for services?
Roger Sudhir Desai's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LYNX INVESTMENT ADVISORY, LLC?
LYNX INVESTMENT ADVISORY, LLC has approximately 12 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in District of Columbia
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