Priyadarshan Pradhan
Investment adviser representative at Unique Wealth Strategies
12 yearsExperience
1 stateRegistered in
$381.5MFirm assets
3 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
12 years in the industry.
- Kingswood Capital PartnersDec 2024 to now
- Unique Wealth Strategies, LLCFeb 2022 to now
- Private Advisor Group, LLCSep 2022 to Dec 2022
- LPL Financial LLCFeb 2022 to Dec 2022
- Plan PilotJul 2021 to Jan 2022
- Tmac Student Managed Portfolio - Northern Illinois UniversityJan 2020 to Jan 2021
- Northern Illinois UniversityJan 2019 to May 2021
- Unique Wealth StrategiesJul 2018 to May 2019
- University of VermontJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Unique Wealth Strategies
$381.5MAssets managed
397Clients
5Advisers
3 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
- 7012561
- Firm CRD
- 323994