Pranav Rao
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Comfort InnSep 2021 to now
- Russell Sage CollegeAug 2021 to now
- Securities America AdvisorsOct 2022 to Jun 2024
- Securities America, Inc.Oct 2022 to Jun 2024
- LPL Financial LLCJul 2021 to Oct 2022
- VisionworksJun 2019 to Mar 2020
- Wendy'sOct 2018 to May 2019
- Fairfield Inn and SuitesJun 2018 to Jan 2019
- University At BuffaloAug 2017 to May 2021
- Bethlehem Central SchoolsJun 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7415537
- Firm CRD
- 23131