Suryakant Thakorbhai Desai
Investment adviser representative at Cetera Investment Advisers LLC
42 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
42 years in the industry.
- Cetera Investment Advisers LLCFeb 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- CorpnetApr 2020 to now
- S.T. Desai, CpaSep 1988 to now
- Cedar Valley CollegeSep 1984 to now
- Avantax Insurance Agency, LLCAug 2019 to Jan 2023
- Avantax Affiliated Insurance AgencyJun 2019 to Sep 2025
- Avantax Investment Services, Inc.Feb 1990 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2033864
- Firm CRD
- 105644