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Chetan Vashrambhai Desai

Aris Investing

Glenview, IL

CRD 7701391

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Employer firm

Aris Investing CRD 325320

$3.31B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • SUBADVISER SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Aris Investing

2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-05
IL RA APPROVED 2023-05-16
  • TX RA
    APPROVED
    Since 2025-05-05
  • IL RA
    APPROVED
    Since 2023-05-16

Branch Locations

2700 Patriot Boulevard Suite 250, Glenview, IL 60026 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aris Investing Llc Deerfield IL 11/2022 Present
Wells Fargo Chicago IL 09/2016 10/2022
Citi Financial Service Inc Elmhurst IL 07/2015 09/2016
  • 11/2022 → Present
    Aris Investing Llc
    Deerfield, IL
  • 09/2016 → 10/2022
    Wells Fargo
    Chicago, IL
  • 07/2015 → 09/2016
    Citi Financial Service Inc
    Elmhurst, IL
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

COYLE
GLENVIEW FINANCIAL GROUP LLC
BREAKOUT PRIVATE WEALTH LLC

Nearby Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY

Nearby Offices

COYLE · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL
BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL

More in Glenview, IL

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