Prasad S Oak
Investment adviser representative at Procyon
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
18 years in the industry.
- ProcyonJul 2025 to now
- Procyon Advisors, LLCJul 2025 to now
- Wooster Corthell Wealth Management, Inc.May 2021 to Jul 2025
- UnemployedJan 2021 to Apr 2021
- Ameriprise Financial Services, LLCFeb 2020 to Jan 2021
- Allstate Financial Services, LLCSep 2017 to Feb 2020
- Equitable Insurance CompanyJul 2008 to Aug 2017
- AXA Advisors, LLCApr 2008 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 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
- 5518315
- Firm CRD
- 288239