Prashant Dholakia
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Wells Fargo Bank, NAJul 2021 to Aug 2022
- Wells Fargo Clearing Services, LLCJul 2021 to Aug 2022
- Bbva USAFeb 2021 to Jul 2021
- Wells Fargo BankOct 2019 to Feb 2021
- UnemployedApr 2019 to Oct 2019
- H&r BlockNov 2018 to Apr 2019
- UnemployedApr 2018 to Nov 2018
- H&r BlockNov 2017 to Apr 2018
- UnemployedApr 2017 to Nov 2017
- H&r BlockNov 2016 to Apr 2017
- UnemployedDec 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7419197
- Firm CRD
- 104555