Roger Sudhir Desai
Investment adviser representative at Lynx Investment Advisory, LLC
28 yearsExperience
2 statesRegistered in
$1.1BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Lynx Investment Advisory, LLCDec 2021 to now
- United Planners Financial ServicesDec 2021 to now
- Rsd Real Estate Holdings, LLCJan 2007 to now
- Howard Community CollgeDec 2005 to now
- Roger DesaiMar 2003 to now
- Roger S. DesaiJan 2000 to now
- Rsd Financial, LLCNov 1999 to now
- Community College Baltimore CountyFeb 1998 to now
- The Patriot Financial GroupOct 2020 to Dec 2021
- Versus Capital Partners, LLCJul 2014 to Oct 2020
- Securities America, Inc.Nov 1999 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Lynx Investment Advisory, LLC
$1.1BAssets managed
236Clients
9Advisers
28 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
- 2454893
- Firm CRD
- 111814