Diven Desai
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
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
16 years in the industry.
- Raymond James Financial Services Advisors, IncOct 2025 to now
- Raymond James Financial Services, IncOct 2025 to now
- Quantum Property Tax AdvisorsMar 2025 to now
- Raymond James & AssociatesJan 2024 to now
- NoneJul 2023 to Jan 2024
- Charles Schwab and Co., Inc.Jan 2023 to Jun 2023
- TD AmeritradeAug 2020 to Jan 2023
- NoneMay 2020 to Jul 2020
- Atlantic Hotel GroupsMar 2020 to Mar 2020
- Tc HotelsAug 2015 to Mar 2020
- High School/collegeJan 2010 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7289325
- Firm CRD
- 149018