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Ronald Prasad

Strategic Advisers LLC

West Mifflin, PA

CRD 7226530

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-02
TX RA APPROVED 2025-09-02
  • PA RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

West Mifflin, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Pittsburgh PA 01/2020 04/2021
Woodstock Holdings Of Pa, Llc Heidelberg PA 03/2014 04/2021
Reliance First Capital Pittsburgh PA 12/2018 04/2019
Eqt Corp Via Aerotek Pittsburgh PA 05/2018 09/2018
Fidelity National Financial, Inc Pittsburgh PA 06/2019 08/2019
Lucky 2 Logistics Llc Pittsburgh PA 10/2018 11/2018
J.P. Morgan Securities Llc Pittsburgh PA 01/2020 04/2021
Global Payments Heartland Pittsburgh PA 09/2018 09/2018
Morgan Stanley Temple Terrace FL 02/2022 06/2022
Unemployed Pittsburgh PA 04/2021 11/2021
One Touch Direct Tampa FL 11/2021 02/2022
Fidelity Investments Tampa FL 10/2022 Present
Unemployed Tampa FL 06/2022 10/2022
  • 01/2020 → 04/2021
    Jpmorgan Chase Bank, N.A.
    Pittsburgh, PA
  • 03/2014 → 04/2021
    Woodstock Holdings Of Pa, Llc
    Heidelberg, PA
  • 12/2018 → 04/2019
    Reliance First Capital
    Pittsburgh, PA
  • 05/2018 → 09/2018
    Eqt Corp Via Aerotek
    Pittsburgh, PA
  • 06/2019 → 08/2019
    Fidelity National Financial, Inc
    Pittsburgh, PA
  • 10/2018 → 11/2018
    Lucky 2 Logistics Llc
    Pittsburgh, PA
  • 01/2020 → 04/2021
    J.P. Morgan Securities Llc
    Pittsburgh, PA
  • 09/2018 → 09/2018
    Global Payments Heartland
    Pittsburgh, PA
  • 02/2022 → 06/2022
    Morgan Stanley
    Temple Terrace, FL
  • 04/2021 → 11/2021
    Unemployed
    Pittsburgh, PA
  • 11/2021 → 02/2022
    One Touch Direct
    Tampa, FL
  • 10/2022 → Present
    Fidelity Investments
    Tampa, FL
  • 06/2022 → 10/2022
    Unemployed
    Tampa, FL
Other Businesses

OBA-93297|OrgNmn:Lyft Corporation|Org Addr:San Franci,California,US|OBA Nature:Rideshare Taxi|Invst Rel:N|Title:Independent Contractor|Duties:Providing transportation to general public|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2020-05-28
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2020-05-28
Other Names
  • Ronald Prasad
  • Ronald Sanjay Prasad
  • Ronald S. Prasad
  • Ronald S Prasad

View on SEC IAPD

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