Lindsey R Orth
Investment adviser representative at Prasad Wealth Partners
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2024 to now
- Prasad Wealth Partners, LLCSep 2024 to now
- Regulus Financial Group, LLCApr 2024 to Sep 2024
- Fidelity InvestmentsJul 2013 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5949104
- Firm CRD
- 332507