B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
33yrs
Satchi Prasad
Financial advisor at LPL Financial
Satchi Prasad is a fiduciary financial advisor in Brooklyn, New York, with 33 years in the industry. Satchi joined LPL Financial in 2009, after three years at Citigroup Global Markets and three years at Citicorp Investment Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 7% by experience in Brooklyn
Office195 Montague Street, Room.1154, Brooklyn, NY 11201
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowLPL Financial LLCCurrent firm
- 2007 – 2009Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
Contact Satchi
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Satchi. 195 Montague Street, Room.1154Brooklyn, NY 11201Office · Get directions Facebook pageLPL Financial
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Questions to ask Satchi
Tailored to Satchi’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Satchi
How do I contact Satchi?
Call LPL Financial at (704) 733-3300 and ask for Satchi Prasad. Satchi works from the Brooklyn, NY office.
How long has Satchi been a financial advisor?
Satchi has been in the industry since 1994, about 33 years. Top 7% by experience in Brooklyn.
What licenses does Satchi hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Satchi a fiduciary?
Satchi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Satchi paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Satchi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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