PP
Priyadarshan Pradhan
UNIQUE WEALTH STRATEGIES
Burr Ridge, IL 60527
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CRD#: 7012561
PP
Professional summary
Priyadarshan Pradhan is a registered financial advisor currently at UNIQUE WEALTH STRATEGIES located in Burr Ridge, Illinois and KINGSWOOD CAPITAL PARTNERS, LLC located in Burr Ridge, Illinois.
Priyadarshan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Priyadarshan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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)03/30/2022 - Unique Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/07/2022 - Private Advisor Group - DBA: (Hybrid) Unique Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date: 2/1/2022 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3)04/07/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin - Start Date: 2/1/2022 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Priyadarshan Pradhan'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
January 17, 2023 - Present
UNIQUE WEALTH STRATEGIES
Office #1: 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527RIA
CRD#: 323994
Burr Ridge, IL
Current
December 12, 2024 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 570 Village Center Dr Ste 203, Burr Ridge, IL 60527BD
CRD#: 288898
Burr Ridge, IL
Past
December 19, 2022 - December 20, 2022
UNIQUE WEALTH STRATEGIES
RIA
CRD#: 323994
BURR RIDGE, IL
Past
September 8, 2022 - March 29, 2023
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Burr Ridge, IL
Past
April 18, 2022 - May 11, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
BURR RIDGE, IL
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".
UW
UNIQUE WEALTH STRATEGIES
UNIQUE MULTI FAMILY OFFICE, LLC | UNIQUE WEALTH STRATEGIES
CRD#: 323994 / SEC#: 801-127067
RIA
Registered Investment Advisory firm - (12/16/2022 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
California(12/12/2024)
RR
Colorado(8/11/2025)
IAR
Illinois(1/17/2023)
RR
Illinois(12/12/2024)
RR
Massachusetts(12/12/2024)
RR
Oklahoma(8/7/2025)
RR
Texas(12/12/2024)
RR
Virginia(10/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
UW
UNIQUE WEALTH STRATEGIES
UNIQUE MULTI FAMILY OFFICE, LLC | UNIQUE WEALTH STRATEGIES
CRD#: 323994 / SEC#: 801-127067
RIA
Registered Investment Advisory firm - (12/16/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527
Mailing Address
Phone number
(630) 318-0565
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 805 |
| AUM (Assets Under Management) | $ 312,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
