Ketu Desai (CRD# 5191689) is an Investment Advisor Representative working at I-squared Wealth Management, Inc. in Totowa, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| I-squared Wealth Management, Inc. | Totowa, NJ | Jun 2016 - Current | 7 |
| Unemployed | North Caldwell, NJ | Mar 2016 - Jun 2016 | < 1 |
| Lighthouse Investment Partners, LLC | New York, NY | Sep 2007 - Mar 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- NJ
- NY
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$423,853
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NJ, NY, TX
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