Roger Edward Godin
Investment adviser representative at Prasad Wealth Partners
12 yearsExperience
2 statesRegistered in
$572.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Prasad Wealth Partners, LLCSep 2024 to now
- Regal Investment Advisors, LLCJan 2021 to Sep 2024
- Regulus Financial Group, LLCJan 2021 to Sep 2024
- Jk Investment Group, LLCNov 2020 to Sep 2024
- Robert W Baird & Co., IncorporatedJan 2018 to Nov 2020
- PNC BankOct 2017 to Dec 2017
- PNC InvestmentsOct 2017 to Dec 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2017
- Wells Fargo Advisors, LLCAug 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Prasad Wealth Partners
Legal name: Prasad Wealth Partners, LLC
$572.1MAssets managed
729Clients
11Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5140556
- Firm CRD
- 332507