Ronald Prasad
Investment adviser representative at Strategic Advisers LLC
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsOct 2022 to now
- UnemployedJun 2022 to Oct 2022
- Morgan StanleyFeb 2022 to Jun 2022
- One Touch DirectNov 2021 to Feb 2022
- UnemployedApr 2021 to Nov 2021
- J.P. Morgan Securities LLCJan 2020 to Apr 2021
- JPMorgan Chase Bank, N.A.Jan 2020 to Apr 2021
- Fidelity National Financial, IncJun 2019 to Aug 2019
- Reliance First CapitalDec 2018 to Apr 2019
- Lucky 2 Logistics LLCOct 2018 to Nov 2018
- Global Payments HeartlandSep 2018 to Sep 2018
- Eqt Corp Via AerotekMay 2018 to Sep 2018
- Woodstock Holdings of Pa, LLCMar 2014 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7226530
- Firm CRD
- 104555