Lindsey Orth has been Managing Director of Prasad Wealth Partners since September 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Prasad Wealth Partners, LLC is an Independence, OH firm with $572M under management, 729 clients and 5 advisers across 3 offices, as of its July 2026 filing.
Lindsey Orth’s longest registration is the current one, 2 years at Prasad Wealth Partners since 2024. Before joining Prasad Wealth Partners in 2024, Lindsey Orth was registered through Morgan Stanley.
- Prasad Wealth PartnersCurrent– present · 2 yearsIndependence, OH · Adviser representative · Firm CRD 332507
- Morgan Stanley– · under a yearHouston, TX · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Lindsey Orth is registered as an investment adviser representative in Ohio, since September 2024.
- OhioSince 6 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 20 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 April 2012 |
| Series 7 | General Securities Representative Examination | 13 September 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lindsey R Orth
- CRD
- 5949104
- Firm
- Prasad Wealth Partners · CRD 332507
- Role
- Managing Director
- Office
- 6050 OAK TREE BLVD., SUITE 100, Independence, OH 44131
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Lindsey Orth work?
Lindsey Orth has been Managing Director of Prasad Wealth Partners, LLC since September 2024, and is a control person of the firm.
Is Lindsey Orth a financial advisor?
Yes. Lindsey Orth has a current investment-adviser registration in Ohio, through Prasad Wealth Partners since September 2024.
How many years of experience does Lindsey Orth have?
Lindsey Orth has 14 years in the financial industry, since January 2012, across 2 adviser firms.
What exams has Lindsey Orth passed?
Lindsey Orth has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in September 2011. FINRA credited Lindsey Orth with the SIE, which began in October 2018.
Where did Lindsey Orth work before Prasad Wealth Partners?
Before Prasad Wealth Partners, Lindsey Orth was registered through Morgan Stanley, October 2012 to June 2013.
Where is Lindsey Orth based?
Lindsey Orth’s registered office is in Independence, OH.
Is Lindsey Orth registered with FINRA?
Yes. Lindsey Orth has a current broker registration, under CRD 5949104.
Source: FINRA BrokerCheck
How can I verify Lindsey Orth’s record?
Search CRD 5949104 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lindsey Orth’s full registration record.
- Roseann HigginsChief
- Brian KerberManaging Director
- Anthony KulkaChief Investment Officer