Komal Desai (CRD# 4957118) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Monroe Township, NJ and has over 12 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Monroe Twp, NJ | Dec 2023 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Monroe Twp, NJ | Dec 2023 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Monroe Twp, NJ | Dec 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jersey City, NJ | May 2005 - Dec 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- NJ
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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