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Vaishali Desai

DESAI WEALTH
SAN JOSE, CA 95119
CRD#: 8051728
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VD
Vaishali DesaiDESAI WEALTH

Professional summary

Vaishali Desai is a registered financial advisor currently at DESAI WEALTH LLC located in San Jose, California.

Vaishali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Vaishali has worked at 1 firm and has passed the Series 65 and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vaishali 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®
None

Experience

Current

May 9, 2025 - Present

DESAI WEALTH LLC

Office #1: 6203 San Ignacio Avenue Suite 110, San Jose, CA 95119
RIA
CRD#: 335226
SAN JOSE, 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
(5/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/2/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2023
Securities Industry Essentials Examination

Current Firm

DW
DESAI WEALTH LLC
DESAI WEALTH LLC

CRD#: 335226 / SEC#:

California
Registered Investment Advisory firm - (5/9/2025 Approved)
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Contact information

Main Address
51 East Campbell Avenue Suite 400-w, Campbell, CA 95008
Mailing Address
Phone number
(408) 376-5065
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DESAI WEALTH LLC

CRD#: 335226San Jose, CA 95119

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