Prestige Wealth Management Group, LLC

Prestige Wealth Management Group, LLC (CRD# 127381) is a financial advisory firm headquartered in Flemington, NJ. They manage $286,975,457 in 1,252 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    1,252
    ACCOUNTS
  • Average Account Value
    $229,214
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NH, NJ, NY, PA, SC

Financial Advisors at Prestige Wealth Management Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Alyssa Y. McMahon
CRD#: 5084873
31 State Route 12, Flemington, NJ 08822
96
Wealthminder
score

Alyssa McMahon (CRD# 5084873) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 10 years of experience in the finance industry. Alyssa McMahon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey W. Hilliard
CRD#: 5079266
31 State Route 12, Flemington, NJ 08822
93
Wealthminder
score

Jeffrey Hilliard (CRD# 5079266) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 10 years of experience in the finance industry.

3
Michael J. Stanley
CRD#: 5338940
31 State Route 12, Flemington, NJ 08822
93
Wealthminder
score

Michael Stanley (CRD# 5338940) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 7 years of experience in the finance industry.

4
Robert B. Mitchell
CRD#: 5815394
31 State Route 12, Flemington, NJ 08822
89
Wealthminder
score

Robert Mitchell (CRD# 5815394) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 3 years of experience in the finance industry.

5
John C. Deangelo
CRD#: 3038418
31 State Route 12, Flemington, NJ 08822
86
Wealthminder
score

John Deangelo (CRD# 3038418) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 18 years of experience in the finance industry. John Deangelo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Roy E. Williams
CRD#: 1161149
31 State Route 12, Flemington, NJ 08822
86
Wealthminder
score

Roy Williams (CRD# 1161149) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.