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Nirav M. Desai
QUBERA WEALTH MANAGEMENT
Pasadena, CA 91101
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CRD#: 6027550
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Professional summary
Nirav Mahendra Desai is a registered financial advisor currently at QUBERA WEALTH MANAGEMENT located in Pasadena, California.
Nirav is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nirav has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ownership in investment properties. No business name. There are four total properties, two in Greenwood, Indiana (start date 2005) & two in Paso Robles, California (start date 2021). Nirav Desai is the owner. 12 hours a year or less is spend on this. Level of engagement involves fielding calls from the property management company asking if they can make repairs.
CRS (Client Relationship Summary) - RIA
Click below to view Nirav Mahendra Desai's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 18, 2012 - Present
QUBERA WEALTH MANAGEMENT
Office #1: 225 S. Lake Ave., Suite 300, Pasadena, CA 91101RIA
CRD#: 161389
Pasadena, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/18/2012)
IAR
Florida(8/21/2024)
IAR
Texas(7/5/2022)
Current Firm
QW
QUBERA WEALTH MANAGEMENT
QUBERA WEALTH MANAGEMENT | QUBERA WEALTH MANAGEMENT INC
CRD#: 161389 / SEC#:
California
Registered Investment Advisory firm - (4/18/2012 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Approved)Texas
Registered Investment Advisory firm - (5/5/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
35 North Lake Avenue Suite 710, Pasadena, CA 91101
Mailing Address
Phone number
(323) 999-1095
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 275 |
| AUM (Assets Under Management) | $ 43,706,491 |
Red Flags
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