Kingswood Wealth Advisors
41yrs
Top advisor by experience in Campbell
5yrs
Prashant Dholakia
Financial advisor at Strategic Advisers
Prashant Dholakia is a fiduciary financial advisor in Campbell, California, with 5 years in the industry. Prashant joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors and a year at Wells Fargo Advisors. Prashant holds the CFP® designation.
One of 153 advisors with offices in Campbell, and one of 131 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office851 East Hamilton Ave Suite 100, Campbell, CA 95008
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2021 – Aug 2022Wells Fargo Clearing Services, LLCPreviously
Questions to ask Prashant
Tailored to Prashant’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Prashant
How do I contact Prashant?
Call Strategic Advisers at (617) 563-7000 and ask for Prashant Dholakia. Prashant works from the Campbell, CA office.
How long has Prashant been a financial advisor?
Prashant has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Prashant hold?
Series 66. Tap any license on this page to see what it allows.
Is Prashant a fiduciary?
Prashant is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Prashant paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Prashant 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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