RJ
Ranjan Jagetia
PRASAD WEALTH PARTNERS
INDEPENDENCE, OH 44131
Some features on this profile are disabled
CRD#: 2352338
RJ
Professional summary
Ranjan Jagetia is a registered financial advisor currently at PRASAD WEALTH PARTNERS located in Independence, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Ranjan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Ranjan has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)PRASAD WEALTH PARTNERS, LLC. Investment related. At the registered location. RIA.IAR. IAR. 09/2024.60.60. Investment Advisory Activities 2)FIXED INSURANCE. Investment Related. At the registered location. Fixed Insurance sales. Agent. Agent.05/1988.20.20.Provide insurance advice to based on the needs of client(s). 3)OAKWOOD BUSINESS PARK. Not Investment Related. At the registered location. Commerical Rental Building. Partner. Joint Owner.07/01/2005. 7.0. Duties:Wife owns business and runs it, Joint Owner. 4)TAJ IMPORTS INC. Not Investment related. At the registered location. Textile Sales/ Wholesale clothing. President. Owner. 40. 0. 01/01/1996. Wife owns the business and runs it, joint owner. 5)AARCO Uniforms. Not investment related. At the registered location. Textile Sales. Spouse of owner.12/2017. 10. 0. No Compensation; Assists father with business in creating uniforms. 6)Midwest Impex, Inc. Not investment Related. At the registered location. Garment Trading. Spouse of owner. Spouse.0.0. 03/2023. No duties, spouse of the owner. 7)Robotco Inc. Not investment related. 300 Ryan Rd., Seville, OH 44273. Industrial Robotics. Owner. 09/2025. 0. 0. My son bought this company and he will run this business under his ownership. I will own shares and be a part owner. My duties would be as an advisory.
CRS (Client Relationship Summary) - RIA
Click below to view Ranjan Jagetia's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2024 - Present
PRASAD WEALTH PARTNERS
Office #1: 6050 Oak Tree Blvd. Suite 100, Independence, OH 44131RIA
CRD#: 332507
INDEPENDENCE, OH
Current
October 18, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 21891 Forbes Road, Oakwood Village, OH 44146BD
CRD#: 35747
ALBANY, NY
Past
May 14, 2020 - September 30, 2024
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Oakwood Village, OH
Past
May 14, 2020 - September 30, 2024
REGULUS FINANCIAL GROUP, LLC
BD
CRD#: 150631
Oakwood Village, OH
Past
October 12, 2018 - May 14, 2020
ARBOR POINT ADVISORS
RIA
CRD#: 165127
OAKWOOD VILLAGE, OH
Past
October 11, 2018 - May 14, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
OAKWOOD VILLAGE, OH
Past
January 9, 2017 - October 12, 2018
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Oakwood Village, OH
Past
January 6, 2017 - October 12, 2018
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Oakwood Village, OH
Past
April 10, 2007 - January 9, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
OAKWOOD VILLAGE, OH
Past
August 26, 1993 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
OAKWOOD VILLAGE, OH
Past
August 26, 1993 - January 9, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
OAKWOOD VILLAGE, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PRASAD WEALTH PARTNERS
PRASAD WEALTH PARTNERS | PRASAD WEALTH PARTNERS, LLC
CRD#: 332507 / SEC#: 801-130984
RIA
Registered Investment Advisory firm - (8/29/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/18/2024)
RR
Georgia(10/18/2024)
RR
Illinois(10/18/2024)
RR
Indiana(10/18/2024)
RR
New York(10/18/2024)
IAR
Ohio(9/5/2024)
RR
Ohio(10/18/2024)
RR
Texas(10/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PRASAD WEALTH PARTNERS
PRASAD WEALTH PARTNERS | PRASAD WEALTH PARTNERS, LLC
CRD#: 332507 / SEC#: 801-130984
RIA
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Contact information
Main Address
6050 Oak Tree Blvd. Suite 100, Independence, OH 44131
Mailing Address
Phone number
(216) 313-9999
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,869 |
| AUM (Assets Under Management) | $ 485,982,385 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
