Prashant Sahni
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Victory Capital Services, Inc.Oct 2019 to Dec 2021
- AerotekJul 2018 to Apr 2020
- USAA Financial Advisors, Inc.Jul 2018 to Jun 2019
- USAA Investment Management CompanyJul 2018 to Jun 2019
- UnemployedMay 2018 to Jul 2018
- Becton Dickinson & Co.Jan 2018 to May 2018
- New York LifeNov 2017 to Jan 2018
- Thrivent FinancialJul 2017 to Nov 2017
- Thrivent Investment Management IncJul 2017 to Nov 2017
- Independent Contractor (driver) for Uber/lyftDec 2016 to Jul 2017
- Walmart IncJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6820991
- Firm CRD
- 104555