Anup Desai, financial advisor Matthews NC

Anup Desai

CRD Number: 5064348
Current Firm: Nexus Capital Inc.

Anup Desai (CRD# 5064348) is an Investment Advisor Representative working at Nexus Capital Inc. in Matthews, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Nexus Capital, Inc. Matthews, NC Apr 2020 - Current < 1
Desai & Desai LLP Charlotte, NC Nov 2002 - Current 18
H. D. Vest Investment Services Matthews, NC Oct 2011 - May 2017 5
Massmutual Life Insurance Company Mathews, NC Sep 2006 - Oct 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Anup A. Desai
Phone Number: 704-845-0918
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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