Charles Cerone, financial advisor San Ramon CA

Charles Cerone

CRD Number: 1352024
Current Firm: Prosperity Wealth Management, Inc.

Charles Cerone (CRD# 1352024) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 19 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Fortune Financial Services, Inc. Monaca, PA Oct 2018 - Current 5
Prosperity Wealth Management Inc. San Ramon, CA Oct 2018 - Current 5
Self Employed Ocean, NJ Feb 2010 - Current 14
Foresters Equity Services, Inc. Ocean, NJ Mar 2011 - Oct 2018 7
Foresters Equity Services, Inc. Ocean, NJ Mar 2011 - Oct 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Charles A. Cerone
Phone Number: 925-791-4444
Firm Website: https://trplanning.com
Registered State(s):
  • CA
  • NJ
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $163,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA

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