Mohit Desai is a CFP-designated registered investment advisor, based in Cranford, NJ, with 15 years of industry experience.
Location
20 Commerce Drive, Suite 135, Cranford, NJ, 07016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mohit owns MD Tax Advisors LLC, a tax preparation business, dedicating about a quarter of his time, including about 10-20% of his time during trading hours. He also owns MD Wealth Advisors Inc, a registered advisory business, spending a few hours per week, including a few hours per week during trading hours.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
MD Wealth Advisors INC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations4 states
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