Roshan P. Desai
Professional summary
Roshan Pragnesh Desai is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in Menlo Park, California.
Roshan is registered as a RR (Registered Representative) and started their career in finance in 2025. Roshan has worked at 1 firm and has passed the Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Roshan Pragnesh Desai's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2025 - Present
CENTERVIEW PARTNERS LLC
Office #1: 1302 El Camino Real Suite 350, Menlo Park, CA 94025State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 8/23/2025
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CENTERVIEW PARTNERS LLC
CRD#: 133796 / SEC#: , 8-66774
Contact information
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CENTERVIEW PARTNERS ADVISORY HOLDINGS LLC | MANAGING MEMBER | |
| EFFRON, BLAIR WAYNE | PARTNER | 1532642 |
| HARTMAN, ALAN PHILIP | PARTNER | 2595280 |
| KOSOWSKY, AMANDA LENORE | CHIEF COMPLIANCE OFFICER | 6639399 |
| PRUZAN, ROBERT ALAN | PARTNER | 2018542 |
| ROBINSON, MARK JASON | PARTNER | 2394581 |
| VICARI, JEANNE | FINOP & CHIEF FINANCIAL OFFICER | 1975263 |
Red Flags
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Company Information
CENTERVIEW PARTNERS LLC
CRD#: 133796Menlo Park, CA 94025TRUST BUT VERIFY
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