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Prasad S Oak

Wooster Corthell Wealth Management, Inc.

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About Prasad S Oak

Prasad Oak is a financial advisor with Wooster Corthell Wealth Management, Inc., based in Glastonbury, CT. Prasad has been in the financial services industry since 2006 and has worked for various firms like Amerprise Financial Services, LLC, Allstate Financial Services, LLC, and AXA Advisors, LLC. Prasad Oak holds a Series 7 and Series 66 licenses, as well as a Certified Financial Planner designation. The firm is a registered investment advisor providing investment management and financial planning services to individuals, families, and businesses.

Firm Information

Prasad Oak is currently registered with Wooster Corthell Wealth Management, Inc.. Wooster Corthell Wealth Management, Inc. is a registered investment advisor based in Glastonbury, CT. The firm provides financial planning, portfolio management for individuals and businesses, and manages approximately $453 million in assets for over 1,000 clients. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, corporations or other businesses, and charitable organizations.
Wooster Corthell Wealth Management, Inc.

655 WINDING BROOK DRIVE

GLASTONBURY, CT 06033-4335

$453.06M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Prasad Oak’s Registration & Firm History

CT

05/23/2021 - Present

Wooster Corthell Wealth Management, Inc. (GLASTONBURY CT)

CT

03/05/2020 - 01/12/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Middlebury CT)

CT

09/28/2017 - 02/14/2020

ALLSTATE FINANCIAL SERVICES, LLC (Manchester CT)

CT

06/27/2008 - 08/23/2017

AXA ADVISORS, LLC (MILFORD CT)

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Licenses & Designations

BOTH

Issued 10/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Prasad S Oak.
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