linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chintan Desai

Valeo Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chintan? Claim Your Profile

About Chintan Desai

Chintan Desai is a financial advisor at Valeo Financial Advisors, LLC, where he has been employed since November 2014. Chintan Desai is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Chintan Desai has been registered with the state of Indiana since March 2015 and with Ohio since October 2023. Valeo Financial Advisors, LLC is a Registered Investment Advisor based in Carmel, Indiana with a focus on providing portfolio management services to individuals, corporations, and pooled investment vehicles.

Firm Information

Chintan Desai is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of client net worth

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chintan Desai’s Registration & Firm History

IN

10/04/2023 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

IN

07/09/2014 - 10/28/2014

PRINCOR FINANCIAL SERVICES CORPORATION (Indianapolis IN)

Not sure if Chintan Desai is right for you?

Licenses & Designations

BOTH

Issued 08/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2014

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chintan Desai.
Not sure if Chintan Desai is right for you?