Anthony Grey Kulka
Investment adviser representative at Prasad Wealth Partners
10 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
10 years in the industry.
- Prasad Wealth PartnersSep 2024 to now
- Regal Investment Advisors, LLCMay 2020 to Sep 2024
- Regulus, LLCMay 2020 to Sep 2024
- Arbor Point AdvisorsJun 2016 to May 2020
- Securities America Inc.Jun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6350398
- Firm CRD
- 332507