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Arti S

Series 66

Hillsborough, CA

Unique Wealth Strategies

Arti Srivastava is a financial advisor at Unique Wealth Strategies with a Series 66 designation and four years of industry experience. Prior to joining Unique Wealth Strategies, Arti worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2023, and held roles at Bank of America and Allstate agencies earlier in their career. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory strategies and includes the use of derivatives and leverage within managed portfolios and its proprietary wrap-fee program.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired Executive
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Ranjit B

Series 63, Series 65

Burr Ridge, IL

Unique Wealth Strategies

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired Executive
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Priyadarshan P

Series 66

Burr Ridge, IL

Unique Wealth Strategies

Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired Executive
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Jason A

Series 66

Burr Ridge, IL

Unique Wealth Strategies

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired Executive
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Aliasgar M

Series 65

Burr Ridge, IL

Unique Wealth Strategies

Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and one year of industry experience. His prior roles include positions at Madison Partners, ASK Investment Managers, and various banking institutions in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory methods, and it sponsors its own wrap-fee program while facilitating access to alternative managers.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired Executive
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