Tiffany L Boval
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 Partners, LLCSep 2024 to now
- Regal Investment Advisors, LLCMay 2020 to Sep 2024
- Regulus Advisors, LLCMay 2020 to Sep 2024
- Arbor Point AdvisorsOct 2018 to May 2020
- Securities America, Inc.Oct 2018 to May 2020
- Key Investment Services, LLCSep 2016 to Oct 2018
- KeybankSep 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
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
- 6548129
- Firm CRD
- 332507