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Detailed Report
Amol Shashikant Desai
CRD#: 7150664
IA
Investment Adviser
PERCEPTIVE WEALTH ADVISORS LLCCRD#: 304880 5444 WESTHEIMER
SUITE 1000
HOUSTON, TX 77056
Registration History
20192020202120222023202420252026IAPERCEPTIVE WEALTH ADVISORS LLC (CRD# 304880)2019 - Present (5 years)
License(s)

State Registrations

IA
Texas 9/3/2019
Current Registration(s)
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PERCEPTIVE WEALTH ADVISORS LLC (CRD#:304880)
5444 WESTHEIMER SUITE 1000, HOUSTON, TX 77056
Registered with this firm since 9/3/2019
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.