Rakesh
Budhram

Prolific Solutions

CRD#6244363
Investment Advisor
in Ozone Park, NY

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About this Advisor

Rakesh Budhram is a certified financial planner who works out of Ozone Park, New York, with a total of 1 year of industry experience. Budhram works at Prolific Solutions. Over the course of their career, they have held roles at Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Redwood Advisory, LLC and Center For Wealth Preservation. Budhram maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York and Texas. Prolific Solutions is a registered investment firm with a branch in Ozone Park, New York. The firm has just two financial advisors. It handles $41 million in total assets across its 82 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 82 customer accounts, 67% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the services. Fees billed by Prolific Solutions likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Ozone Park, NY

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Prolific Solutions Brokerage Details

Total Assets Under Management

$40,644,319

Total Number of Employees

2

Total Number of Accounts

82

Average Account Size

$495,662

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Rakesh Budhram Work History

Rakesh has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Redwood Advisory, LLC

2013 - Present (11 years)

Center For Wealth Preservation

2013 - 2022 (9 years)

Mml Investors Services, LLC

2012 - 2022 (10 years)

Mass Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rakesh Budhram to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prolific Solutions

Rakesh Budhram
Ozone Park, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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