Rakesh Budhram
Prolific Solutions · Ozone Park, New York
Rakesh Budhram is a fee-only financial advisor at Prolific Solutions in Ozone Park, New York, who holds the CFP credential. Rakesh focuses on physicians & residents, retirement planning and tax planning. Prolific Solutions reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Prolific Solutions |
|---|---|
| Based in | Ozone Park, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $88.5M across 91 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 6244363 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.prolificny.com |
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Questions about Rakesh
Is Rakesh Budhram a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rakesh holds no broker registration, and Prolific Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rakesh charge for financial advice?
Rakesh's firm, Prolific Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rakesh Budhram based?
Rakesh Budhram is based in Ozone Park, New York.
What does Rakesh specialize in?
Rakesh's specialties include physicians & residents, retirement planning, tax planning and estate & legacy planning. Rakesh works with physicians.
What credentials does Rakesh Budhram hold?
Rakesh Budhram holds the CFP credential.
Is Rakesh Budhram registered with the SEC?
Yes. Rakesh Budhram is registered as an investment adviser representative in NY and TX (CRD 6244363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prolific Solutions manage?
Prolific Solutions reports $88.5M across 91 accounts in assets under management.
How do I contact Rakesh Budhram?
Through Rakesh's website, www.prolificny.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Prolific Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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