Raad Mleiti

About Raad Mleiti

I help individuals, families, and professionals make confident financial decisions through personalized financial planning, investment guidance, and risk management strategies. My approach is relationship driven and education focused, I believe clients deserve clear explanations, transparent guidance, and a plan that evolves as life changes.I work with clients on areas such as retirement planning, 401(k) options, investment allocation reviews, and preservation planning to help align their financial goals with their long-term objectives. I’m based in Central New York and work with clients both locally and virtually. Whether you’re navigating a career change, planning for retirement, or simply looking for a second opinion, I aim to be a long-term resource and valued point of contact.Feel free to connect or reach out to start a conversation.Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness. The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Financial Advisor

   Prudential Advisors

   Dec 2025 — Present · Syracuse, NY, US

   I help individuals, families, and professionals make confident financial decisions through personalized financial planning, investment guidance, and risk management strategies.My approach is relationship driven and education focused, I believe clients deserve clear explanations, transparent guidance, and a plan that evolves as life changes.I work with clients on areas such as retirement planning, 401(k) options, investment allocation reviews, and preservation planning to help align their financial goals with their long-term objectives.I’m based in Central New York and work with clients both locally and virtually. Whether you’re navigating a career change, planning for retirement, or simply looking for a second opinion, I aim to be a long-term resource and valued point of contact.Feel free to connect or reach out to start a conversation.

Education

• University at Buffalo

  Bachelor's degree, Management Information Systems, General