Mohit Desai
Investment adviser representative at Md Wealth Advisors Inc
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$105.2MFirm assets
Are you Mohit Desai? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- The Leaders Group IncFeb 2024 to now
- Md Wealth Advisors Inc.Jul 2019 to now
- Md Tax AdvisorsApr 2019 to now
- Mohit Desai, Sole ProprietorApr 2010 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2019
- Fidelity Brokerage Services LLCMar 2012 to Mar 2019
- Strategic AdvisersMar 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Md Wealth Advisors Inc
$105.2MAssets managed
184Clients
1Advisers
Under 1 yearIn 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
- 5744579
- Firm CRD
- 304595