RP
Ray S. Prasad
P2
ACTON, MA 01742
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CRD#: 7320002
RP
Professional summary
Ray Shantanu Prasad, CFA is a registered financial advisor currently at P2, LLC located in Acton, Massachusetts.
Ray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ray has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ray Shantanu Prasad'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®
Experience
Current
March 4, 2021 - Present
P2, LLC
Office #1: 271 Great Road Suite 21, Acton, MA 01742RIA
CRD#: 312026
ACTON, MA
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.Highlighted states indicate IAR registrations
IAR
Massachusetts(3/4/2021)
Exams
Current Firm
PL
P2, LLC
P2, LLC
CRD#: 312026 / SEC#:
Massachusetts
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Contact information
Main Address
271 Great Road Suite 21, Acton, MA 01742
Mailing Address
118 Worthen Road, Lexington, MA 02421
Phone number
(857) 204-2754
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 2,200,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
P2, LLC
CRD#: 312026Acton, MA 01742TRUST BUT VERIFY
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