Alan Gubernick (CRD# 3176789) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Owings Mills, MD and has over 24 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity - An Eisneramper Company | Philadelphia, PA | Nov 2023 - Current | < 1 |
| Dai Securities, LLC | Atlanta, GA | Feb 2023 - Current | 1 |
| Eisneramper, LLP | Iselin, NJ | Feb 2021 - Current | 3 |
| Eisneramper Wealth Management & Corporate Benefits, LLC | Iselin, NJ | Aug 2022 - Nov 2023 | 1 |
| Apw Inc. | Rockaway, NJ | Sep 2022 - Jan 2023 | < 1 |
| Apw Inc. | Rockaway, NJ | Jun 2022 - Sep 2022 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Nov 2007 - Sep 2022 | 14 |
| St. Clair Cpa Solutions | Conshohocken, PA | Nov 2004 - Feb 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- PA
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Total Assets Under Management1,068MILLIONS
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Total Number of Accounts2,271ACCOUNTS
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Average Account Value$470,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA, WI
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