SD
CFP
SD
CFP
Suryakant Desai
36 Years of Experience
Arlington, TX
Broker
Suryakant Desai is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Arlington, TX, with 36 years of industry experience. Suryakant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Arlington, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2026 - Present · 3 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
H.D. Vest Advisory Services, INC
September 1999 - December 2007 · 8 yrs 3 mos
Avantax Investment Services, INC.Broker
February 1990 - September 2025 · 35 yrs 7 mos
State Registrations6 states
CAFLOHORSCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.