Michael Brian Doherty
Investment adviser representative at Prasad Wealth Partners
12 yearsExperience
1 stateRegistered in
CFADesignation
$572.1MFirm 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 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.
- Prasad Wealth PartnersSep 2024 to now
- Regal Investment AdvisorsSep 2022 to Sep 2024
- Regulus Financial GroupMay 2022 to Sep 2024
- Elixir SolutionsOct 2020 to May 2022
- Marcus & MillichapApr 2020 to Oct 2020
- The Allstate CorpJun 2018 to Mar 2020
- Shorr Packaging CorpJun 2017 to Aug 2017
- Valparaiso UniversitySep 2014 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Prasad Wealth Partners
Legal name: Prasad Wealth Partners, LLC
$572.1MAssets managed
729Clients
11Advisers
2 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
- 7586794
- Firm CRD
- 332507