Ashish Ashok Gandhi
Investment adviser representative at Proactive Wealth Strategies, LLC
10 yearsExperience
1 stateRegistered in
$315.8MFirm assets
4 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
Experience
10 years in the industry.
- Proactive Wealth Strategies, LLCJun 2025 to now
- LPL Financial LLCJun 2025 to now
- The Family OfficeDec 2019 to Jun 2025
- Emirates Investment BankSep 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Proactive Wealth Strategies, LLC
$315.8MAssets managed
442Clients
5Advisers
4 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
- 8118405
- Firm CRD
- 318872