Amita Desai
Amita Desai is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Newport, CA, with 25 years of industry experience. Amita is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2233 W Balboa Blvd, Ste 104-450, Newport, CA, 92663
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Regulatory History (1)
Judgment / Lien
September 2023Other Business ActivitiesSells Insurance
Amita is the owner of Cervus Advisory LLC and an independent insurance agent for various independent insurance companies, dedicating nearly full-time hours to investment-related activities and trading. She is also an advisory representative of a registered investment advisor (RIA) called CIRA, spending nearly full-time hours on investment-related activities and trading, and a sports referee for USRowing, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 states
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.