Amish Desai (CRD# 5961705) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 12 years of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Spruce Capital, LLC | Berwyn, PA | Jun 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- PA
- TX
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$647,405
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, DE, FL, MI, NJ, NY, OR, PA, TX, VA
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