# PREPARED RETIREMENT INSTITUTE LLC

PREPARED RETIREMENT INSTITUTE LLC of MONTGOMERYVILLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 309663
- Type: SEC-registered investment adviser
- SEC file number: 801-122432
- Location: 105 MONTGOMERY AVE., SUITE 1053, MONTGOMERYVILLE, PA, 18936
- Phone: 215-997-5700
- Latest filing: 2026-05-01
- Regulatory AUM: $307.6M
- Discretionary AUM: $307.6M
- Clients: 11
- Accounts: 818

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Andrew John Dziedzic | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; SOLE OWNER | — |
| Megan M Lebarron | CHIEF OF STAFF, PARTNER; SOLE OWNER | — |
| DZIEDZIC ANDREW JOHN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309663/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309663/similar
- Related entities: https://search.stillhousedata.com/firm/309663/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309663

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.