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PJ

Prashant A. Joshi

QUORUS
Media, PA 19063
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CRD#: 7506495
PJ

Professional summary


Prashant A Joshi is a registered financial advisor currently at QUORUS INC. located in Media, Pennsylvania.

Prashant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Prashant has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Prashant A Joshi'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®
None

Experience


Current

August 26, 2025 - Present

QUORUS INC.

Office #1: 221 North Olive Street, Media, PA 19063
RIA
CRD#: 323161
Media, PA

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
Connecticut
(8/26/2025)
IAR
Pennsylvania
(8/26/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/16/2025
Uniform Investment Adviser Law Examination

Current Firm


QI
QUORUS INC.
QUORUS INC.

CRD#: 323161 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/27/2023 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/25/2023 Approved)
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Contact information


Main Address
500 Post Road East 2nd Fl, Suite 303, Westport, CT 06880
Mailing Address
Phone number
(929) 560-2588
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts23
AUM (Assets Under Management)$ 4,561,349

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUORUS INC.

CRD#: 323161Media, PA 19063

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