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Amish Bhasker Desai

RED SPRUCE CAPITAL, LLC·BERWYN, Pennsylvania
Series 65Clean record14 years registeredRED SPRUCE CAPITAL, LLC
1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 5961705Firm CRD# 158720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amish Bhasker Desai · BERWYN, PA
Registration
CRD #5961705 · RED SPRUCE CAPITAL, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

RED SPRUCE CAPITAL, LLC
Sep 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 22, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RED SPRUCE CAPITAL, LLC
CRD 158720 · SEC 801-113984
AUM
$201M
Regulatory assets under management
Employees
4
310 client accounts
Services offered by RED SPRUCE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RED SPRUCE CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Amish Bhasker Desai offer?
Amish Bhasker Desai specializes in Investment Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Amish Bhasker Desai's credentials?
Amish Bhasker Desai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amish Bhasker Desai located?
Amish Bhasker Desai is based in BERWYN, Pennsylvania, working with RED SPRUCE CAPITAL, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Amish Bhasker Desai charge for services?
Amish Bhasker Desai's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RED SPRUCE CAPITAL, LLC?
RED SPRUCE CAPITAL, LLC has approximately 4 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mark Joseph Vasquez
BERWYN, PA

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