Priyadarshan Pradhan
Advisor at Unique Wealth Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Unique Wealth Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Burr Ridge, IL 60527
Credentials
Series 66
Industry experience
3 years
Priyadarshan Pradhan is a financial advisor at Unique Wealth Strategies with a Series 66 designation and three years of industry experience. His prior roles include positions at Kingswood Capital Partners and Private Advisor Group, LLC. Unique Wealth Strategies serves individuals, high-net-worth clients, small businesses, trusts, estates, charities, and retirement plans, managing approximately $312.5 million in assets as of December 2023. The firm offers discretionary asset management, ERISA plan services, financial planning, and access to alternative investments through unaffiliated managers, employing multiple analytic approaches to guide investment decisions.
Based on Unique Wealth Strategies
Based on Unique Wealth Strategies
Fixed fees for financial planning services from $100 to $15,000 depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.35% annually
Fee-only: Fixed fees for financial planning ranging from $100 to $15,000; ongoing fees charged annually and billed quarterly in advance
570 Village Center Drive, Ste 203
Burr Ridge, IL 60527
Illinois
Kingswood Capital Partners
2024 - Present (2 years)
Unique Wealth Strategies, LLC
2022 - Present (4 years)
Private Advisor Group, LLC
2022 - 2022 (1 year)
LPL Financial
2022 - 2022 (1 year)
Unique Wealth Strategies
2022 - 2022 (1 year)
Plan Pilot
2021 - 2022 (1 year)
TMAC Student Managed Portfolio - Northern Illinois University
2020 - 2021 (1 year)
Northern Illinois University
2019 - 2021 (2 years)
Unique Wealth Strategies
2018 - 2019 (1 year)
University of Vermont
2014 - 2018 (4 years)
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