Mohit Desai

Current Employers

Employment History

• 03/2012 → 03/2019
  Fidelity Brokerage Services Llc
  Paramus, NJ
• 07/2018 → 03/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2012 → 07/2018
  Strategic Advisers
  Paramus, NJ
• 04/2010 → Present
  Mohit Desai, Sole Proprietor
  Cranford, NJ
• 04/2019 → Present
  Md Tax Advisors
  Cranford, NJ
• 07/2019 → Present
  Md Wealth Advisors Inc.
  Cranford, NJ
• 02/2024 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2018-07-13 → 2019-03-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-03-13 → 2018-07-13
  Strategic Advisers Llc
  Paramus, NJ
• 2010-03-10 → 2011-09-07
  Morgan Stanley
  Boston, MA

Other Businesses

1.) MD TAX ADVISORS LLC - 4/1/2019 - 20 Commerce Drive, Suite 135, Cranford, NJ 07016 - Owner, Prepare tax returns, Not Invt Rel, Tax preparation business, 40 hrs/mo; 20 hrs/mo (during trading hours). 2.) MD WEALTH ADVISORS INC - 4/1/2019 - 20 Commerce Drive, Suite 135, Cranford, NJ 07016 - Owner, Advisory, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) WESTFIELD SOUTH ASIAN ASSOCIATION - 10/1/2025 - 716 Warren Street Westfield, NJ 07090 - Co Treasurer of Non-profit organization, Keep accounts of organization. I help them keep books, file taxes, Not Invt Rel, 1 hrs/mo; 0 hrs/mo (during trading hours). 4.) ROSHNI CAPITAL INVESTMENTS LLC - 10/25/2022 - 7 South Wickom Dr Westfield, NJ 07090 - Owner with spouse, Bookkeeping and review transactions, Invt Rel, 2 hrs/mo; 0 hrs/mo (during trading hours). 5.) BANYAN TREE INVESTMENTS - 1/1/2024 - 208 Lenox Ave, 152 Westfield, NJ 07090 - Owner with spouse, Helps with Investing, Roshni Capital Investments LLC owns 13% of Banyan Tree Investments, Invt Rel, 4 hrs/mo; 2 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-09
• S66 Uniform Combined State Law Examination
  2010-03-05

Designations

Other Names

• Mohit Nitin Desai