PREPARED RETIREMENT INSTITUTE LLC
CRD #309663 SEC #801-122432 LANSDALE, PA 215-997-5700
SEC Registered
Total AUM
$301M
Discretionary
$301M
Employees
9
Clients
251
Accounts
958
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DZIEDZIC, ANDREW, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 24, 2025 REGISTERED
Notice Filings (6)
FL MD NJ PA TX VA
Address
105 MONTGOMERY AVE.SUITE 1053
LANSDALE, PA 19446
United States
Phone: 215-997-5700